Strategic Wealth Partners’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
$5.33M Buy
+53,185
New +$5.33M 0.42% 70
2024
Q4
$6.55M Buy
65,520
+52,371
+398% +$5.23M 0.54% 69
2024
Q3
$1.32M Sell
13,149
-222
-2% -$22.3K 0.13% 126
2024
Q2
$1.34M Buy
13,371
+973
+8% +$97.4K 0.14% 117
2024
Q1
$1.25M Sell
12,398
-2,702
-18% -$273K 0.14% 115
2023
Q4
$1.51M Sell
15,100
-38,091
-72% -$3.8M 0.19% 98
2023
Q3
$5.32M Buy
53,191
+2,577
+5% +$258K 0.7% 33
2023
Q2
$5.06M Sell
50,614
-16,575
-25% -$1.66M 0.66% 32
2023
Q1
$6.73M Buy
67,189
+19,195
+40% +$1.92M 1.03% 17
2022
Q4
$4.79M Buy
+47,994
New +$4.79M 0.89% 24