Number of Shares
93,149.00
Current Holdings Value*
$9.33 Mil
% of Portfolio
3.64%
Total Estimate Gain
$-17,495.33
% of Total Estimate Gain
-0.06%

RETIREMENT CAPITAL STRATEGIES's Goldman Sachs Access Treasury 0-1 Year ETF Holding Summary

As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 93,149.00 shares of Goldman Sachs Access Treasury 0-1 Year ETF(GBIL), totaling $9.33 Mil. This investment constitutes 3.64% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.15% of the outstanding Goldman Sachs Access Treasury 0-1 Year ETF(GBIL) stock.

The initial trade took place in 2022Q3. And since then RETIREMENT CAPITAL STRATEGIES has made 4 purchases of GBIL, at an average price of $99.74, for a total of 293,576.00 shares. In addition, there have been 5 sales at an average price of $99.51 for 200,427.00 shares. Based on historical transaction data and GBIL's current price of $100.05, RETIREMENT CAPITAL STRATEGIES's estimated gain on his GBIL holdings is $-17,495.33, reflecting a -0.06% gain to date.

RETIREMENT CAPITAL STRATEGIES GBIL ($100.05) Holding Chart

RETIREMENT CAPITAL STRATEGIES GBIL ($100.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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