Concurrent Investment Advisors, LLC
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 2001015
Tampa, FL
Position in GBIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,570,777
+$770,859 QoQ
Shares Held
15,678
+95.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GBIL Over Time
Shares Held
Position Value (USD)
All Filings in GBIL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,570,777 | 15,678 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $799,918 | 8,004 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $294,676 | 2,940 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $724,685 | 7,236 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $651,170 | 6,500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $429,656 | 4,300 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $431,247 | 4,300 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $430,344 | 4,300 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $433,827 | 4,300 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||