Concurrent Investment Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
7,236
+736
+11% +$73.7K 0.01% 707
2025
Q1
$651K Buy
6,500
+2,200
+51% +$220K 0.02% 661
2024
Q4
$430K Hold
4,300
0.01% 705
2024
Q3
$431K Hold
4,300
0.01% 658
2024
Q2
$430K Hold
4,300
0.01% 629
2024
Q1
$434K Buy
+4,300
New +$434K 0.02% 581