Peak Planning Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Peak Planning Group’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$672K	Buy	6,707 +8	+0.1%	+$800	0.15%	64
2026 Q1	$671K	Sell	6,699 -742	-10%	-$74.2K	0.19%	59
2025 Q4	$744K	Buy	+7,441	New	+$745K	0.21%	62
2025 Q2	–	Sell	-8,072	Closed	-$809K	–	106
2025 Q1	$809K	Sell	8,072 -455	-5%	-$45.5K	0.34%	50
2024 Q4	$852K	Buy	8,527 +4,863	+133%	+$486K	0.36%	53
2024 Q3	$367K	Buy	+3,664	New	+$366K	0.16%	79
2023 Q4	–	Sell	-2,950	Closed	-$295K	–	72
2023 Q3	$295K	Buy	+2,950	New	+$295K	0.23%	62

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Planning Group's GBIL Position: Q2 2026 in Review

Peak Planning Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.12% in Q2 2026, buying an estimated $800 and bringing the position to 6,707 shares worth $672K. The position accounts for 0.15% of the portfolio, ranked #64.

Peak Planning Group first reported a position in GBIL in Q3 2023 and has held it in 7 quarters since. The position peaked at $852K in Q4 2024. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Peak Planning Group held 6,707 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $672K as of Q2 2026.
Peak Planning Group bought 8 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $800.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.15% of Peak Planning Group's portfolio in Q2 2026, its #64 holding.
Peak Planning Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and has held it in 7 quarters since.
Peak Planning Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $852K in Q4 2024.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.