Carson Wealth (CWM LLC)’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 | $136K | Sell |
1,362
-199
| -13% | -$19.9K | ﹤0.01% | 2464 |
|
|
2025
Q1 | $156K | Buy |
1,561
+1
| +0.1% | +$100 | ﹤0.01% | 2081 |
|
|
2024
Q4 | $156K | Sell |
1,560
-103
| -6% | -$10.3K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $167K | Sell |
1,663
-315
| -16% | -$31.6K | ﹤0.01% | 1856 |
|
|
2024
Q2 | $198K | Sell |
1,978
-1,566
| -44% | -$157K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $358K | Sell |
3,544
-2,697
| -43% | -$272K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $622K | Buy |
6,241
+256
| +4% | +$25.5K | ﹤0.01% | 982 |
|
|
2023
Q3 | $599K | Buy |
5,985
+5,917
| +8,701% | +$592K | ﹤0.01% | 923 |
|
|
2023
Q2 | $7K | Sell |
68
-363
| -84% | -$37.4K | ﹤0.01% | 3273 |
|
|
2023
Q1 | $43K | Buy |
431
+211
| +96% | +$21.1K | ﹤0.01% | 1968 |
|
|
2022
Q4 | $22K | Sell |
220
-96
| -30% | -$9.6K | ﹤0.01% | 2288 |
|
|
2022
Q3 | $32K | Buy |
316
+86
| +37% | +$8.71K | ﹤0.01% | 1911 |
|
|
2022
Q2 | $23K | Hold |
230
| – | – | ﹤0.01% | 2028 |
|
|
2022
Q1 | $23K | Hold |
230
| – | – | ﹤0.01% | 1986 |
|
|
2021
Q4 | $23K | Buy |
+230
| New | +$23K | ﹤0.01% | 1914 |
|
|
2021
Q2 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q1 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q4 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q3 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q2 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q1 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q4 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q3 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q2 | $23K | Hold |
230
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q1 | $23K | Buy |
230
+15
| +7% | +$1.5K | ﹤0.01% | 1724 |
|
|
2018
Q4 | $22K | Buy |
+215
| New | +$22K | ﹤0.01% | 1103 |
|