Peak Planning Group Diversifies ETFs
Peak Planning Group Reveals New ETF Investments, Expanding Portfolio Across Several Funds
Key Points
For INDA, the ETF is based on the MSCI India index—a market-cap-weighted measure of the top 85% of companies in India’s securities market—and it was launched on Feb. 2, 2012, managed by BlackRock.
In SDSI, American Century Companies Inc. expanded its position substantially: it boosted holdings by 67.2% in the third quarter to 940,051 shares, valued at about $48.605 million (after adding 377,775 shares).
For IUSG, the ETF tracks the S&P 900 Growth index and has a beta of 1.17 (with a reported P/E ratio of 32.52), reflecting its growth-equity tilt versus the broader market.
In CGGR, Fifth Third Bancorp increased its stake by 285.9% during the third quarter, reaching 683 shares (up from 177 shares), according to the filing details cited in the coverage.
For GBIL, the fund “mostly invests in investment grade fixed income,” tracking an index of U.S. Treasury securities with less than one year remaining in maturity; GBIL was launched on Sep. 6, 2016, and is managed by Goldman Sachs.
Peak Planning Group LLC has taken a $744,000 position in the Goldman Sachs Access Treasury 0-1 Year ETF (GBIL), according to a Form 13F-HR filed with the SEC on June 3, 2026, signed by Chief Compliance Officer David Wrench. The Colorado-based firm, which manages roughly $361 million across 120 holdings, also entered new stakes in India-focused and growth-equity ETFs in the same filing period, according to Watchlist News.
The moves reflect a "barbell" strategy: anchoring one end with safe, short-dated Treasuries and the other with higher-growth domestic and international equities. GBIL invests in U.S. Treasury securities with less than one year left to maturity. It launched on September 6, 2016, and is managed by Goldman Sachs.
GBIL Bet Signals Shift Toward Ultra-Short Treasuries
GBIL tracks an index of U.S. Treasury securities maturing in under one year. That makes it highly resistant to interest-rate swings. The fund posted a total return of 3.90% over the past year, far outpacing the Bloomberg US Aggregate Bond Index, which returned just 0.1% in the same stretch. Peak Planning's $744,000 entry is part of a wider institutional push into ultra-short duration products.
Analysts at AllianceBernstein describe ultra-short bond ETFs like GBIL as a "thoughtful, measured step out of cash." The appeal is timing: locking in relatively high yields before the Federal Reserve cuts rates further. Approximately $8 trillion remains parked in money market funds as of early 2026, and some of that capital is beginning to migrate toward products like GBIL, which offer similar safety with potentially better returns.
India and Growth Equities Round Out the New Positions
Beyond GBIL, Peak Planning bought 11,881 shares of the iShares MSCI India ETF (INDA), worth roughly $642,000. INDA tracks the MSCI India index, a market-cap-weighted measure of the top 85% of companies in India's securities market. BlackRock launched the fund on February 2, 2012. The firm also took a roughly $495,000 stake in the iShares Core S&P U.S. Growth ETF (IUSG), which tracks the S&P 900 Growth index and carries a beta of 1.17 — meaning it tends to move more sharply than the broader market.
The largest single new position was a roughly $1.34 million stake in the Capital Group Growth ETF (CGGR). Peak Planning was not alone in that fund. Fifth Third Bancorp boosted its CGGR holdings by 285.9% in the third quarter of 2025, jumping from 177 shares to 683 shares, according to filing data. The firm also added 10,397 shares of the American Century Short Duration Strategic Income ETF (SDSI), valued at about $536,000.
Other Big Investors Piled Into the Same Funds
Peak Planning's moves came alongside significant activity from other large institutional holders. American Century Companies Inc. expanded its SDSI position by 67.2% in the third quarter of 2025, adding 377,775 shares and bringing its total to 940,051 shares valued at roughly $48.6 million, according to Watchlist News. That kind of parallel buying suggests a broader institutional consensus around short-duration, income-focused strategies.
In INDA, multiple investors increased or started new stakes alongside Peak Planning. Analysts point to India's "improving fundamentals" and "favorable demographics" as key drivers. The MSCI India index gives institutions a clean, low-cost way to access the country's top companies without picking individual stocks.
What a Neutral GBIL Rating Means for Investors
Morningstar issued a "Neutral" Medalist Rating for GBIL in April 2026. The rating reflects a quantitative expectation that the fund will closely track its benchmark — the FTSE U.S. Treasury 0-1 Year Composite Select Index — without delivering meaningful outperformance. In plain terms: GBIL is built to preserve capital and stay liquid, not to beat the market.
That profile fits Peak Planning's apparent goal. By pairing GBIL with growth-tilted funds like CGGR and IUSG, the firm gets downside protection on one side and upside exposure on the other. Goldman Sachs Asset Management, GBIL's issuer, now oversees more than $3.35 trillion in assets under supervision as of December 31, 2025, making it one of the most powerful players in the ultra-short ETF space.
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