AWM
Accurate Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
24,274
+2,185
| +10% | +$218K | 0.37% | 69 |
|
|
2025
Q1 | $2.21M | Sell |
22,089
-6,159
| -22% | -$616K | 0.42% | 65 |
|
|
2024
Q4 | $2.82M | Sell |
28,248
-5,150
| -15% | -$515K | 0.54% | 46 |
|
|
2024
Q3 | $3.34M | Buy |
33,398
+14,204
| +74% | +$1.42M | 0.67% | 33 |
|
|
2024
Q2 | $1.92M | Buy |
19,194
+11,492
| +149% | +$1.15M | 0.46% | 60 |
|
|
2024
Q1 | $770K | Buy |
7,702
+3,872
| +101% | +$387K | 0.22% | 101 |
|
|
2023
Q4 | $383K | Buy |
+3,830
| New | +$383K | 0.12% | 171 |
|
|
2023
Q3 | – | Sell |
-2,022
| Closed | -$202K | – | 280 |
|
|
2023
Q2 | $202K | Sell |
2,022
-5,078
| -72% | -$507K | 0.06% | 259 |
|
|
2023
Q1 | $709K | Buy |
7,100
+4,874
| +219% | +$487K | 0.24% | 98 |
|
|
2022
Q4 | $222K | Buy |
+2,226
| New | +$222K | 0.08% | 203 |
|