TCWA
Turtle Creek Wealth Advisors’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 | $689K | Buy |
+6,876
| New | +$689K | 0.08% | 139 |
|
2024
Q4 | – | Sell |
-9,516
| Closed | -$954K | – | 104 |
|
2024
Q3 | $954K | Buy |
9,516
+1,533
| +19% | +$154K | 0.19% | 76 |
|
2024
Q2 | $799K | Sell |
7,983
-84
| -1% | -$8.41K | 0.19% | 72 |
|
2024
Q1 | $814K | Buy |
8,067
+3,812
| +90% | +$385K | 0.2% | 77 |
|
2023
Q4 | $424K | Buy |
+4,255
| New | +$424K | 0.12% | 98 |
|