Foundations Investment Advisors’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
Q1 | – | Sell |
-4,865
| Closed | -$485K | – | 718 |
|
|
2023
Q4 | $485K | Sell |
4,865
-69,097
| -93% | -$6.9M | 0.01% | 441 |
|
|
2023
Q3 | $7.4M | Buy |
+73,962
| New | +$7.4M | 0.23% | 84 |
|
|
2023
Q2 | – | Sell |
-88,753
| Closed | -$8.89M | – | 596 |
|
|
2023
Q1 | $8.89M | Buy |
88,753
+1,798
| +2% | +$180K | 0.32% | 51 |
|
|
2022
Q4 | $8.67M | Buy |
+86,955
| New | +$8.67M | 0.35% | 47 |
|