Morton Capital Management LLC/CA
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 2002628
CALABASAS, CA
Position in GBIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$326,419
+$6,412 QoQ
Shares Held
3,258
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBIL Over Time
Shares Held
Position Value (USD)
All Filings in GBIL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,419 | 3,258 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $320,007 | 3,202 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $320,736 | 3,200 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $320,279 | 3,198 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $327,187 | 3,266 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $326,138 | 3,264 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $328,249 | 3,273 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $227,181 | 2,270 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $230,836 | 2,288 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $310,889 | 3,117 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $337,170 | 3,368 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $860,001 | 8,594 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $9,708,573 | 96,950 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $1,706,935 | 17,119 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||