Baldwin Wealth Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
12,065
+170
| +1% | +$17K | 0.08% | 94 |
|
|
2025
Q1 | $1.19M | Buy |
11,895
+49
| +0.4% | +$4.91K | 0.08% | 94 |
|
|
2024
Q4 | $1.18M | Sell |
11,846
-825
| -7% | -$82.4K | 0.08% | 100 |
|
|
2024
Q3 | $1.27M | Sell |
12,671
-460
| -4% | -$46.1K | 0.09% | 114 |
|
|
2024
Q2 | $1.31M | Sell |
13,131
-464
| -3% | -$46.4K | 0.1% | 91 |
|
|
2024
Q1 | $1.37M | Sell |
13,595
-2,680
| -16% | -$270K | 0.1% | 97 |
|
|
2023
Q4 | $1.62M | Sell |
16,275
-4,220
| -21% | -$421K | 0.13% | 86 |
|
|
2023
Q3 | $2.05M | Sell |
20,495
-3,736
| -15% | -$374K | 0.18% | 83 |
|
|
2023
Q2 | $2.42M | Sell |
24,231
-5,745
| -19% | -$575K | 0.2% | 86 |
|
|
2023
Q1 | $3M | Sell |
29,976
-21,317
| -42% | -$2.13M | 0.26% | 77 |
|
|
2022
Q4 | $5.11M | Sell |
51,293
-7,549
| -13% | -$753K | 0.46% | 62 |
|
|
2022
Q3 | $5.88M | Buy |
58,842
+32,895
| +127% | +$3.28M | 0.81% | 37 |
|
|
2022
Q2 | $2.59M | Hold |
25,947
| – | – | 0.34% | 47 |
|
|
2022
Q1 | $2.59M | Buy |
25,947
+12,502
| +93% | +$1.25M | 0.27% | 52 |
|
|
2021
Q4 | $1.35M | Buy |
13,445
+6,605
| +97% | +$661K | 0.13% | 68 |
|
|
2021
Q3 | $685K | Sell |
6,840
-7,650
| -53% | -$766K | 0.08% | 88 |
|
|
2021
Q2 | $1.45M | Sell |
14,490
-2,260
| -13% | -$226K | 0.16% | 67 |
|
|
2021
Q1 | $1.68M | Sell |
16,750
-8,942
| -35% | -$895K | 0.2% | 62 |
|
|
2020
Q4 | $2.57M | Sell |
25,692
-29,188
| -53% | -$2.92M | 0.32% | 51 |
|
|
2020
Q3 | $5.51M | Buy |
54,880
+1,375
| +3% | +$138K | 0.75% | 42 |
|
|
2020
Q2 | $5.38M | Buy |
53,505
+8,935
| +20% | +$898K | 0.79% | 40 |
|
|
2020
Q1 | $4.49M | Buy |
44,570
+6,684
| +18% | +$673K | 0.79% | 42 |
|
|
2019
Q4 | $3.79M | Buy |
37,886
+6,041
| +19% | +$605K | 0.53% | 52 |
|
|
2019
Q3 | $3.2M | Buy |
31,845
+12,070
| +61% | +$1.21M | 0.48% | 53 |
|
|
2019
Q2 | $1.99M | Buy |
19,775
+6,525
| +49% | +$655K | 0.29% | 61 |
|
|
2019
Q1 | $1.33M | Buy |
13,250
+11,340
| +594% | +$1.14M | 0.2% | 75 |
|
|
2018
Q4 | $191K | Buy |
+1,910
| New | +$191K | 0.03% | 194 |
|