Synergy Financial Group, LTD
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 1905669
SAN RAMON, CA
Position in GBIL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$594,928
+$157,991 QoQ
Shares Held
5,938
+35.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GBIL Over Time
Shares Held
Position Value (USD)
All Filings in GBIL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,928 | 5,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $436,937 | 4,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $360,727 | 3,599 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $312,468 | 3,120 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $418,151 | 4,174 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,124,599 | 11,255 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $982,340 | 9,795 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,038,630 | 10,378 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $831,737 | 8,244 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $642,924 | 6,446 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $635,998 | 6,353 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $547,783 | 5,474 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $652,412 | 6,515 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $252,964 | 2,537 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $237,043 | 2,374 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||