HWM
Hohimer Wealth Management’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 | $34.5M | Buy |
344,292
+120,041
| +54% | +$12M | 6.12% | 2 |
|
|
2025
Q1 | $22.5M | Buy |
224,251
+73,916
| +49% | +$7.4M | 4.37% | 2 |
|
|
2024
Q4 | $15M | Buy |
150,335
+48,083
| +47% | +$4.8M | 2.83% | 3 |
|
|
2024
Q3 | $10.3M | Buy |
102,252
+73,130
| +251% | +$7.33M | 2.21% | 3 |
|
|
2024
Q2 | $2.91M | Sell |
29,122
-56,669
| -66% | -$5.67M | 0.68% | 64 |
|
|
2024
Q1 | $8.66M | Buy |
85,791
+15,453
| +22% | +$1.56M | 2.03% | 3 |
|
|
2023
Q4 | $7.02M | Sell |
70,338
-65,541
| -48% | -$6.54M | 1.78% | 6 |
|
|
2023
Q3 | $13.6M | Sell |
135,879
-69,998
| -34% | -$7.01M | 3.89% | 2 |
|
|
2023
Q2 | $20.6M | Sell |
205,877
-32,234
| -14% | -$3.23M | 5.69% | 2 |
|
|
2023
Q1 | $23.8M | Buy |
+238,111
| New | +$23.8M | 6.9% | 1 |
|
|
2022
Q1 | – | Sell |
-34,650
| Closed | -$3.47M | – | 218 |
|
|
2021
Q4 | $3.47M | Sell |
34,650
-22,581
| -39% | -$2.26M | 0.73% | 50 |
|
|
2021
Q3 | $5.73M | Sell |
57,231
-45
| -0.1% | -$4.5K | 1.2% | 17 |
|
|
2021
Q2 | $5.73M | Sell |
57,276
-199,447
| -78% | -$20M | 1.17% | 18 |
|
|
2021
Q1 | $25.7M | Sell |
256,723
-83,107
| -24% | -$8.32M | 6.26% | 1 |
|
|
2020
Q4 | $34M | Buy |
339,830
+21,630
| +7% | +$2.17M | 9.02% | 1 |
|
|
2020
Q3 | $31.9M | Buy |
318,200
+35,299
| +12% | +$3.53M | 9.08% | 1 |
|
|
2020
Q2 | $28.4M | Buy |
+282,901
| New | +$28.4M | 9.81% | 1 |
|