Congress Wealth Management’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 | $6.16M | Buy |
61,517
+472
| +0.8% | +$47.3K | 0.06% | 344 |
|
|
2025
Q1 | $6.12M | Sell |
61,045
-7,503
| -11% | -$752K | 0.07% | 296 |
|
|
2024
Q4 | $6.85M | Buy |
68,548
+10,891
| +19% | +$1.09M | 0.09% | 244 |
|
|
2024
Q3 | $5.78M | Sell |
57,657
-12,850
| -18% | -$1.29M | 0.08% | 274 |
|
|
2024
Q2 | $7.06M | Buy |
70,507
+2,617
| +4% | +$262K | 0.11% | 212 |
|
|
2024
Q1 | $6.85M | Buy |
67,890
+10
| +0% | +$1.01K | 0.12% | 196 |
|
|
2023
Q4 | $6.77M | Sell |
67,880
-2,688
| -4% | -$268K | 0.12% | 193 |
|
|
2023
Q3 | $7.06M | Buy |
+70,568
| New | +$7.06M | 0.15% | 181 |
|