Bridgewealth Advisory Group’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
2024
Q4
Sell
-6,775
Closed -$679K 117
2024
Q3
$679K Hold
6,775
0.25% 46
2024
Q2
$678K Sell
6,775
-12,050
-64% -$1.21M 0.3% 42
2024
Q1
$1.9M Sell
18,825
-6,988
-27% -$705K 0.93% 27
2023
Q4
$2.57M Sell
25,813
-2,031
-7% -$203K 1.97% 15
2023
Q3
$2.79M Sell
27,844
-2,105
-7% -$211K 3.42% 7
2023
Q2
$3M Buy
29,949
+2,930
+11% +$293K 4.87% 6
2023
Q1
$2.71M Buy
+27,019
New +$2.71M 4.99% 6