RSWM
Robertson Stephens Wealth Management’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 | $18.7M | Sell |
186,406
-39,225
| -17% | -$3.93M | 0.59% | 35 |
|
|
2025
Q1 | $22.6M | Sell |
225,631
-44,702
| -17% | -$4.48M | 0.78% | 23 |
|
|
2024
Q4 | $27.1M | Buy |
270,333
+25,829
| +11% | +$2.59M | 0.96% | 20 |
|
|
2024
Q3 | $24.5M | Sell |
244,504
-19,182
| -7% | -$1.92M | 0.89% | 23 |
|
|
2024
Q2 | $26.4M | Sell |
263,686
-20,278
| -7% | -$2.03M | 1.33% | 15 |
|
|
2024
Q1 | $28.6M | Sell |
283,964
-61,788
| -18% | -$6.23M | 1.52% | 13 |
|
|
2023
Q4 | $34.7M | Sell |
345,752
-43,935
| -11% | -$4.4M | 2.11% | 8 |
|
|
2023
Q3 | $39M | Buy |
389,687
+95,859
| +33% | +$9.6M | 2.63% | 5 |
|
|
2023
Q2 | $29.4M | Buy |
293,828
+236,710
| +414% | +$23.7M | 2.08% | 6 |
|
|
2023
Q1 | $5.72M | Buy |
+57,118
| New | +$5.72M | 0.44% | 44 |
|