ULWM
Upper Left Wealth Management’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 | $336K | Sell |
3,353
-100
| -3% | -$10K | 0.22% | 54 |
|
|
2025
Q1 | $346K | Sell |
3,453
-80
| -2% | -$8.01K | 0.25% | 53 |
|
|
2024
Q4 | $353K | Sell |
3,533
-203
| -5% | -$20.3K | 0.3% | 52 |
|
|
2024
Q3 | $374K | Sell |
3,736
-487
| -12% | -$48.8K | 0.33% | 51 |
|
|
2024
Q2 | $423K | Sell |
4,223
-406
| -9% | -$40.6K | 0.38% | 46 |
|
|
2024
Q1 | $467K | Sell |
4,629
-251
| -5% | -$25.3K | 0.43% | 45 |
|
|
2023
Q4 | $487K | Sell |
4,880
-81
| -2% | -$8.08K | 0.48% | 45 |
|
|
2023
Q3 | $497K | Sell |
4,961
-42
| -0.8% | -$4.21K | 0.52% | 36 |
|
|
2023
Q2 | $501K | Sell |
5,003
-18
| -0.4% | -$1.8K | 0.56% | 38 |
|
|
2023
Q1 | $503K | Buy |
5,021
+2,186
| +77% | +$219K | 0.57% | 37 |
|
|
2022
Q4 | $283K | Buy |
+2,835
| New | +$283K | 0.33% | 48 |
|