Laidlaw Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,390	Closed	-$1.44M	–	89
2024 Q4	$1.44M	Buy	14,390 +102	+0.7%	+$10.2K	0.63%	44
2024 Q3	$1.43M	Sell	14,288 -3,125	-18%	-$313K	0.71%	42
2024 Q2	$1.74M	Sell	17,413 -287	-2%	-$28.7K	0.96%	26
2024 Q1	$1.79M	Buy	17,700 +2,110	+14%	+$211K	1%	26
2023 Q4	$1.55M	Buy	15,590 +113	+0.7%	+$11.3K	0.57%	45
2023 Q3	$1.55M	Sell	15,477 -723	-4%	-$72.2K	0.51%	56
2023 Q2	$1.62M	Sell	16,200 -978	-6%	-$97.7K	0.32%	84
2023 Q1	$1.72M	Buy	17,178 +88	+0.5%	+$8.79K	0.35%	77
2022 Q4	$1.7M	Sell	17,090 -2,384	-12%	-$238K	0.37%	77
2022 Q3	$1.94M	Buy	19,474 +33	+0.2%	+$3.29K	0.45%	61
2022 Q2	$1.94M	Sell	19,441 -84	-0.4%	-$8.39K	0.4%	76
2022 Q1	$1.95M	Hold	19,525	–	–	0.33%	81
2021 Q4	$1.95M	Buy	+19,525	New	+$1.95M	0.31%	86
2021 Q1	–	Sell	-23,325	Closed	-$2.33M	–	269
2020 Q4	$2.33M	Buy	23,325 +2,620	+13%	+$262K	0.49%	57
2020 Q3	$2.08M	Buy	20,705 +4,590	+28%	+$461K	0.92%	23
2020 Q2	$1.62M	Buy	+16,115	New	+$1.62M	0.85%	34