United Capital Financial 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 | $620K | Buy |
+6,189
| New | +$620K | 0.01% | 718 |
|
|
2024
Q1 | – | Sell |
-2,399
| Closed | -$239K | – | 1093 |
|
|
2023
Q4 | $239K | Sell |
2,399
-973
| -29% | -$97K | ﹤0.01% | 943 |
|
|
2023
Q3 | $338K | Sell |
3,372
-7,599
| -69% | -$761K | ﹤0.01% | 710 |
|
|
2023
Q2 | $1.1M | Sell |
10,971
-872
| -7% | -$87.3K | 0.01% | 535 |
|
|
2023
Q1 | $1.19M | Buy |
11,843
+2,772
| +31% | +$278K | 0.01% | 537 |
|
|
2022
Q4 | $904K | Buy |
9,071
+6,421
| +242% | +$640K | 0.01% | 627 |
|
|
2022
Q3 | $265K | Buy |
+2,650
| New | +$265K | ﹤0.01% | 943 |
|
|
2021
Q1 | – | Sell |
-12,975
| Closed | -$1.3M | – | 1199 |
|
|
2020
Q4 | $1.3M | Buy |
+12,975
| New | +$1.3M | 0.01% | 606 |
|
|
2019
Q1 | – | Sell |
-47,772
| Closed | -$4.78M | – | 1346 |
|
|
2018
Q4 | $4.78M | Buy |
+47,772
| New | +$4.78M | 0.04% | 391 |
|