Peak Planning Group, LLC
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 2097384
CENTENNIAL, CO
Position in GBIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$671,773
+$601 QoQ
Shares Held
6,707
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#72
of 117 holders
Holding Since
Sep 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,773 | 6,707 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $671,172 | 6,699 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $743,653 | 7,441 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $852,017 | 8,527 | Shares | Sole | 2026-05-26 | |
| 2023-09-30 | $295,324 | 2,950 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||