Regal Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,897
| Closed | -$289K | – | 472 |
|
2024
Q4 | $289K | Sell |
2,897
-1,239
| -30% | -$124K | 0.02% | 411 |
|
2024
Q3 | $415K | Buy |
4,136
+1
| +0% | +$100 | 0.03% | 384 |
|
2024
Q2 | $414K | Buy |
4,135
+2
| +0% | +$200 | 0.03% | 389 |
|
2024
Q1 | $417K | Sell |
4,133
-902
| -18% | -$91K | 0.03% | 391 |
|
2023
Q4 | $502K | Sell |
5,035
-37
| -0.7% | -$3.69K | 0.04% | 322 |
|
2023
Q3 | $508K | Sell |
5,072
-525
| -9% | -$52.6K | 0.04% | 289 |
|
2023
Q2 | $560K | Buy |
5,597
+153
| +3% | +$15.3K | 0.05% | 276 |
|
2023
Q1 | $545K | Buy |
5,444
+163
| +3% | +$16.3K | 0.05% | 275 |
|
2022
Q4 | $527K | Sell |
5,281
-525
| -9% | -$52.3K | 0.05% | 268 |
|
2022
Q3 | $580K | Sell |
5,806
-202
| -3% | -$20.2K | 0.06% | 238 |
|
2022
Q2 | $600K | Buy |
6,008
+518
| +9% | +$51.7K | 0.06% | 252 |
|
2022
Q1 | $549K | Sell |
5,490
-808
| -13% | -$80.8K | 0.05% | 297 |
|
2021
Q4 | $630K | Buy |
6,298
+143
| +2% | +$14.3K | 0.06% | 302 |
|
2021
Q3 | $616K | Sell |
6,155
-320
| -5% | -$32K | 0.06% | 305 |
|
2021
Q2 | $648K | Buy |
+6,475
| New | +$648K | 0.07% | 295 |
|
2021
Q1 | – | Sell |
-6,330
| Closed | -$634K | – | 182 |
|
2020
Q4 | $634K | Buy |
+6,330
| New | +$634K | 0.07% | 247 |
|
2020
Q3 | – | Sell |
-8,120
| Closed | -$816K | – | 93 |
|
2020
Q2 | $816K | Buy |
+8,120
| New | +$816K | 0.15% | 141 |
|