WAS
Winch Advisory Services’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 | $6.78M | Buy |
67,689
+18,843
| +39% | +$1.89M | 1.66% | 15 |
|
|
2025
Q1 | $4.89M | Buy |
48,846
+6,295
| +15% | +$631K | 1.29% | 17 |
|
|
2024
Q4 | $4.25M | Buy |
42,551
+29,306
| +221% | +$2.93M | 1.11% | 21 |
|
|
2024
Q3 | $1.33M | Buy |
13,245
+10,271
| +345% | +$1.03M | 0.37% | 39 |
|
|
2024
Q2 | $298K | Buy |
+2,974
| New | +$298K | 0.09% | 74 |
|
|
2024
Q1 | – | Sell |
-48,589
| Closed | -$4.85M | – | 448 |
|
|
2023
Q4 | $4.85M | Sell |
48,589
-5,572
| -10% | -$556K | 1.61% | 15 |
|
|
2023
Q3 | $5.42M | Sell |
54,161
-622
| -1% | -$62.3K | 1.99% | 12 |
|
|
2023
Q2 | $5.48M | Sell |
54,783
-2,074
| -4% | -$208K | 1.97% | 12 |
|
|
2023
Q1 | $5.69M | Sell |
56,857
-1,718
| -3% | -$172K | 2.21% | 12 |
|
|
2022
Q4 | $5.84M | Sell |
58,575
-6,899
| -11% | -$688K | 2.49% | 11 |
|
|
2022
Q3 | $6.54M | Sell |
65,474
-3,515
| -5% | -$351K | 2.81% | 11 |
|
|
2022
Q2 | $6.89M | Sell |
68,989
-4,682
| -6% | -$467K | 2.81% | 11 |
|
|
2022
Q1 | $7.36M | Sell |
73,671
-6,891
| -9% | -$689K | 2.56% | 12 |
|
|
2021
Q4 | $8.06M | Sell |
80,562
-2,596
| -3% | -$260K | 2.66% | 13 |
|
|
2021
Q3 | $8.32M | Sell |
83,158
-1,585
| -2% | -$159K | 2.9% | 10 |
|
|
2021
Q2 | $8.48M | Buy |
84,743
+27,015
| +47% | +$2.7M | 3.05% | 12 |
|
|
2021
Q1 | $5.78M | Sell |
57,728
-9,350
| -14% | -$936K | 2.32% | 14 |
|
|
2020
Q4 | $6.72M | Sell |
67,078
-53,979
| -45% | -$5.4M | 2.79% | 11 |
|
|
2020
Q3 | $12.2M | Sell |
121,057
-3,441
| -3% | -$346K | 5.15% | 7 |
|
|
2020
Q2 | $12.5M | Sell |
124,498
-22,861
| -16% | -$2.3M | 5.95% | 7 |
|
|
2020
Q1 | $14.8M | Buy |
+147,359
| New | +$14.8M | 7.38% | 5 |
|