Sightline Wealth 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
Q2 | $299K | Sell |
2,989
-438
| -13% | -$43.9K | 0.14% | 67 |
|
|
2025
Q1 | $343K | Buy |
3,427
+221
| +7% | +$22.1K | 0.18% | 63 |
|
|
2024
Q4 | $320K | Sell |
3,206
-267
| -8% | -$26.7K | 0.17% | 63 |
|
|
2024
Q3 | $348K | Sell |
3,473
-4,208
| -55% | -$422K | 0.19% | 59 |
|
|
2024
Q2 | $769K | Sell |
7,681
-752
| -9% | -$75.3K | 0.48% | 36 |
|
|
2024
Q1 | $851K | Sell |
8,433
-286
| -3% | -$28.9K | 0.56% | 33 |
|
|
2023
Q4 | $870K | Sell |
8,719
-1,630
| -16% | -$163K | 0.66% | 34 |
|
|
2023
Q3 | $1.04M | Sell |
10,349
-21,736
| -68% | -$2.18M | 0.97% | 23 |
|
|
2023
Q2 | $3.21M | Buy |
32,085
+1,600
| +5% | +$160K | 3.19% | 7 |
|
|
2023
Q1 | $3.05M | Sell |
30,485
-15,488
| -34% | -$1.55M | 3.12% | 7 |
|
|
2022
Q4 | $4.58M | Sell |
45,973
-61,211
| -57% | -$6.1M | 4.94% | 5 |
|
|
2022
Q3 | $10.7M | Sell |
107,184
-81,943
| -43% | -$8.17M | 12.56% | 2 |
|
|
2022
Q2 | $18.9M | Sell |
189,127
-3,970
| -2% | -$397K | 18.45% | 2 |
|
|
2022
Q1 | $19.3M | Sell |
193,097
-1,510
| -0.8% | -$151K | 16.07% | 2 |
|
|
2021
Q4 | $19.5M | Buy |
194,607
+8,647
| +5% | +$865K | 17.43% | 2 |
|
|
2021
Q3 | $18.6M | Buy |
185,960
+7,685
| +4% | +$769K | 15.49% | 2 |
|
|
2021
Q2 | $17.8M | Buy |
178,275
+23,103
| +15% | +$2.31M | 14.76% | 2 |
|
|
2021
Q1 | $15.5M | Buy |
155,172
+34,429
| +29% | +$3.45M | 14.36% | 2 |
|
|
2020
Q4 | $12.1M | Buy |
+120,743
| New | +$12.1M | 11.91% | 2 |
|