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Legacy Wealth Management (Idaho)’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio GBIL Stock Details GBIL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.29M Sell
22,862
-11,612
-34% -$1.16M 1.19% 16
2025
Q1 		$3.45M Sell
34,474
-13,831
-29% -$1.39M 2.44% 9
2024
Q4 		$4.83M Sell
48,305
-60,567
-56% -$6.05M 3.08% 9
2024
Q3 		$10.9M Buy
+108,872
New +$10.9M 6.35% 4