AWM
AE Wealth Management’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
75,359
-13,676
| -15% | -$1.25M | 0.05% | 309 |
|
|
2025
Q1 | $8.17M | Buy |
89,035
+1,968
| +2% | +$181K | 0.07% | 265 |
|
|
2024
Q4 | $7.96M | Buy |
87,067
+1,221
| +1% | +$112K | 0.07% | 265 |
|
|
2024
Q3 | $7.88M | Sell |
85,846
-2,122
| -2% | -$195K | 0.07% | 263 |
|
|
2024
Q2 | $8.07M | Sell |
87,968
-2,173
| -2% | -$199K | 0.08% | 253 |
|
|
2024
Q1 | $8.27M | Sell |
90,141
-1,977,048
| -96% | -$181M | 0.09% | 235 |
|
|
2023
Q4 | $190M | Sell |
2,067,189
-1,198,897
| -37% | -$110M | 0.97% | 12 |
|
|
2023
Q3 | $300M | Buy |
3,266,086
+303,461
| +10% | +$27.9M | 1.79% | 6 |
|
|
2023
Q2 | $272M | Sell |
2,962,625
-1,223,953
| -29% | -$112M | 1.64% | 8 |
|
|
2023
Q1 | $384M | Sell |
4,186,578
-1,171,752
| -22% | -$108M | 2.47% | 2 |
|
|
2022
Q4 | $490M | Sell |
5,358,330
-278,861
| -5% | -$25.5M | 3.54% | 1 |
|
|
2022
Q3 | $516M | Buy |
5,637,191
+5,440,904
| +2,772% | +$498M | 4.09% | 1 |
|
|
2022
Q2 | $18M | Buy |
196,287
+85,151
| +77% | +$7.79M | 0.14% | 168 |
|
|
2022
Q1 | $10.2M | Buy |
111,136
+80,901
| +268% | +$7.4M | 0.07% | 279 |
|
|
2021
Q4 | $2.76M | Buy |
30,235
+6,200
| +26% | +$567K | 0.02% | 598 |
|
|
2021
Q3 | $2.2M | Buy |
24,035
+11,408
| +90% | +$1.04M | 0.02% | 615 |
|
|
2021
Q2 | $1.16M | Buy |
12,627
+1,660
| +15% | +$152K | 0.01% | 789 |
|
|
2021
Q1 | $1M | Buy |
10,967
+1,137
| +12% | +$104K | 0.01% | 759 |
|
|
2020
Q4 | $900K | Buy |
9,830
+915
| +10% | +$83.8K | 0.01% | 743 |
|
|
2020
Q3 | $816K | Sell |
8,915
-115,452
| -93% | -$10.6M | 0.01% | 695 |
|
|
2020
Q2 | $11.4M | Buy |
124,367
+85,385
| +219% | +$7.82M | 0.18% | 128 |
|
|
2020
Q1 | $3.57M | Buy |
38,982
+34,443
| +759% | +$3.16M | 0.08% | 216 |
|
|
2019
Q4 | $415K | Buy |
+4,539
| New | +$415K | 0.01% | 792 |
|
|
2019
Q2 | – | Sell |
-8,484
| Closed | -$777K | – | 966 |
|
|
2019
Q1 | $777K | Buy |
+8,484
| New | +$777K | 0.05% | 253 |
|
|
2017
Q4 | – | Sell |
-5,247
| Closed | -$240K | – | 421 |
|
|
2017
Q3 | $240K | Buy |
+5,247
| New | +$240K | 0.02% | 346 |
|