WealthPlan Investment Management’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
2023
Q1
Sell
-6,000
Closed -$599K 482
2022
Q4
$599K Hold
6,000
0.04% 234
2022
Q3
$598K Buy
+6,000
New +$598K 0.04% 218
2022
Q1
$4.07M Buy
+40,746
New +$4.07M 0.28% 81