Ascent Wealth Partners’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
20,170
-4,160
| -17% | -$382K | 0.23% | 88 |
|
|
2025
Q1 | $2.23M | Buy |
24,330
+9,405
| +63% | +$863K | 0.3% | 71 |
|
|
2024
Q4 | $1.36M | Buy |
+14,925
| New | +$1.36M | 0.18% | 99 |
|
|
2024
Q3 | – | Sell |
-9,545
| Closed | -$876K | – | 154 |
|
|
2024
Q2 | $876K | Buy |
9,545
+2,730
| +40% | +$251K | 0.13% | 113 |
|
|
2024
Q1 | $626K | Sell |
6,815
-1,635
| -19% | -$150K | 0.09% | 119 |
|
|
2023
Q4 | $772K | Buy |
8,450
+3,220
| +62% | +$294K | 0.13% | 111 |
|
|
2023
Q3 | $480K | Buy |
+5,230
| New | +$480K | 0.09% | 124 |
|