BHPW
Beverly Hills Private Wealth’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 | $6.17M | Sell |
61,577
-4,090
| -6% | -$410K | 1.16% | 16 |
|
|
2025
Q1 | $6.58M | Sell |
65,667
-6,715
| -9% | -$673K | 1.3% | 12 |
|
|
2024
Q4 | $7.23M | Sell |
72,382
-8,222
| -10% | -$822K | 1.46% | 11 |
|
|
2024
Q3 | $8.08M | Sell |
80,604
-1,536
| -2% | -$154K | 1.63% | 9 |
|
|
2024
Q2 | $8.22M | Buy |
82,140
+12,087
| +17% | +$1.21M | 1.79% | 7 |
|
|
2024
Q1 | $7.07M | Buy |
70,053
+9,178
| +15% | +$926K | 1.63% | 7 |
|
|
2023
Q4 | $6.07M | Sell |
60,875
-7,550
| -11% | -$753K | 1.59% | 6 |
|
|
2023
Q3 | $6.85M | Sell |
68,425
-5,165
| -7% | -$517K | 2.04% | 4 |
|
|
2023
Q2 | $7.34M | Buy |
73,590
+9,875
| +15% | +$985K | 1.21% | 15 |
|
|
2023
Q1 | $6.38M | Buy |
63,715
+42,020
| +194% | +$4.21M | 1.98% | 4 |
|
|
2022
Q4 | $2.16M | Buy |
+21,695
| New | +$2.16M | 0.94% | 30 |
|