Synergy Financial Group’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
$312K Sell
3,120
-1,054
-25% -$106K 0.23% 81
2025
Q1
$418K Sell
4,174
-7,081
-63% -$709K 0.38% 55
2024
Q4
$1.12M Buy
11,255
+1,460
+15% +$146K 0.94% 26
2024
Q3
$982K Sell
9,795
-583
-6% -$58.5K 0.93% 25
2024
Q2
$1.04M Buy
10,378
+2,134
+26% +$214K 1.09% 21
2024
Q1
$832K Buy
8,244
+1,798
+28% +$181K 0.94% 26
2023
Q4
$643K Buy
6,446
+93
+1% +$9.28K 0.79% 30
2023
Q3
$636K Buy
6,353
+879
+16% +$88K 0.89% 31
2023
Q2
$548K Sell
5,474
-1,041
-16% -$104K 0.74% 34
2023
Q1
$652K Buy
6,515
+3,978
+157% +$398K 1.06% 21
2022
Q4
$253K Buy
2,537
+163
+7% +$16.3K 0.5% 57
2022
Q3
$237K Buy
+2,374
New +$237K 0.36% 75