KLI
Kelman-Lazarov Inc’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 | $686K | Sell |
6,853
-5,012
| -42% | -$502K | 0.11% | 67 |
|
|
2025
Q1 | $1.19M | Sell |
11,865
-820
| -6% | -$82.1K | 0.22% | 47 |
|
|
2024
Q4 | $1.27M | Buy |
12,685
+1,091
| +9% | +$109K | 0.23% | 47 |
|
|
2024
Q3 | $1.16M | Sell |
11,594
-2,548
| -18% | -$256K | 0.2% | 51 |
|
|
2024
Q2 | $1.42M | Sell |
14,142
-1,533
| -10% | -$153K | 0.26% | 41 |
|
|
2024
Q1 | $1.58M | Sell |
15,675
-1,355
| -8% | -$137K | 0.31% | 40 |
|
|
2023
Q4 | $1.7M | Sell |
17,030
-13,641
| -44% | -$1.36M | 0.37% | 37 |
|
|
2023
Q3 | $3.07M | Sell |
30,671
-3,147
| -9% | -$315K | 0.73% | 23 |
|
|
2023
Q2 | $3.38M | Buy |
+33,818
| New | +$3.38M | 0.81% | 20 |
|