LJAC
L.J. Altfest & Co’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 | $3.33M | Buy |
+33,296
| New | +$3.33M | 0.39% | 54 |
|
|
2024
Q4 | – | Sell |
-2,673
| Closed | -$268K | – | 344 |
|
|
2024
Q3 | $268K | Sell |
2,673
-120,500
| -98% | -$12.1M | 0.04% | 289 |
|
|
2024
Q2 | $12.3M | Buy |
123,173
+6,447
| +6% | +$645K | 1.68% | 18 |
|
|
2024
Q1 | $11.8M | Buy |
116,726
+25,487
| +28% | +$2.57M | 1.67% | 17 |
|
|
2023
Q4 | $9.1M | Sell |
91,239
-2,163
| -2% | -$216K | 1.32% | 21 |
|
|
2023
Q3 | $9.35M | Sell |
93,402
-46,290
| -33% | -$4.63M | 1.47% | 17 |
|
|
2023
Q2 | $14M | Buy |
139,692
+51,514
| +58% | +$5.16M | 2.1% | 13 |
|
|
2023
Q1 | $8.83M | Sell |
88,178
-28,870
| -25% | -$2.89M | 1.38% | 19 |
|
|
2022
Q4 | $11.7M | Sell |
117,048
-91,215
| -44% | -$9.1M | 1.93% | 12 |
|
|
2022
Q3 | $20.8M | Buy |
208,263
+136,353
| +190% | +$13.6M | 3.9% | 5 |
|
|
2022
Q2 | $7.18M | Buy |
71,910
+69,513
| +2,900% | +$6.94M | 1.29% | 17 |
|
|
2022
Q1 | $240K | Sell |
2,397
-46,854
| -95% | -$4.69M | 0.04% | 232 |
|
|
2021
Q4 | $4.93M | Buy |
49,251
+42,544
| +634% | +$4.26M | 0.94% | 23 |
|
|
2021
Q3 | $671K | Sell |
6,707
-128,628
| -95% | -$12.9M | 0.14% | 112 |
|
|
2021
Q2 | $13.5M | Buy |
135,335
+78,573
| +138% | +$7.87M | 2.92% | 7 |
|
|
2021
Q1 | $5.68M | Sell |
56,762
-32,498
| -36% | -$3.25M | 1.34% | 15 |
|
|
2020
Q4 | $8.94M | Buy |
89,260
+12,380
| +16% | +$1.24M | 2.19% | 11 |
|
|
2020
Q3 | $7.72M | Buy |
76,880
+73,407
| +2,114% | +$7.37M | 2.05% | 13 |
|
|
2020
Q2 | $349K | Buy |
+3,473
| New | +$349K | 0.1% | 146 |
|
|
2020
Q1 | – | Sell |
-68,960
| Closed | -$6.91M | – | 209 |
|
|
2019
Q4 | $6.91M | Sell |
68,960
-12,249
| -15% | -$1.23M | 1.74% | 11 |
|
|
2019
Q3 | $8.15M | Buy |
+81,209
| New | +$8.15M | 2.1% | 9 |
|