IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,796
| Closed | -$380K | – | 1002 |
|
|
2023
Q3 | $380K | Sell |
3,796
-1,122
| -23% | -$112K | 0.02% | 643 |
|
|
2023
Q2 | $492K | Buy |
+4,918
| New | +$492K | 0.03% | 542 |
|
|
2022
Q3 | – | Sell |
-5,975
| Closed | -$597K | – | 883 |
|
|
2022
Q2 | $597K | Sell |
5,975
-5,490
| -48% | -$549K | 0.05% | 344 |
|
|
2022
Q1 | $1.15M | Sell |
11,465
-250
| -2% | -$25K | 0.09% | 234 |
|
|
2021
Q4 | $1.17M | Buy |
11,715
+4,028
| +52% | +$403K | 0.09% | 227 |
|
|
2021
Q3 | $769K | Sell |
7,687
-1,311
| -15% | -$131K | 0.06% | 306 |
|
|
2021
Q2 | $901K | Buy |
8,998
+324
| +4% | +$32.4K | 0.06% | 346 |
|
|
2021
Q1 | $869K | Buy |
+8,674
| New | +$869K | 0.06% | 300 |
|
|
2020
Q3 | – | Sell |
-10,548
| Closed | -$1.06M | – | 672 |
|
|
2020
Q2 | $1.06M | Buy |
10,548
+1,846
| +21% | +$186K | 0.15% | 154 |
|
|
2020
Q1 | $877K | Sell |
8,702
-324
| -4% | -$32.7K | 0.13% | 182 |
|
|
2019
Q4 | $904K | Buy |
9,026
+1,138
| +14% | +$114K | 0.11% | 218 |
|
|
2019
Q3 | $792K | Buy |
7,888
+150
| +2% | +$15.1K | 0.11% | 224 |
|
|
2019
Q2 | $777K | Sell |
7,738
-5,212
| -40% | -$523K | 0.11% | 208 |
|
|
2019
Q1 | $1.3M | Buy |
+12,950
| New | +$1.3M | 0.22% | 115 |
|