AWM
Austin Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
117,034
-3,537
| -3% | -$352K | 2.07% | 16 |
|
|
2025
Q1 | $12M | Sell |
120,571
-1,118
| -0.9% | -$111K | 2.4% | 13 |
|
|
2024
Q4 | $12.1M | Buy |
121,689
+25,373
| +26% | +$2.52M | 2.51% | 11 |
|
|
2024
Q3 | $9.56M | Sell |
96,316
-1,713
| -2% | -$170K | 2.1% | 14 |
|
|
2024
Q2 | $9.72M | Sell |
98,029
-3,680
| -4% | -$365K | 2.28% | 12 |
|
|
2024
Q1 | $10.1M | Buy |
101,709
+7,917
| +8% | +$786K | 2.5% | 11 |
|
|
2023
Q4 | $9.31M | Buy |
93,792
+10,577
| +13% | +$1.05M | 2.5% | 11 |
|
|
2023
Q3 | $8.27M | Buy |
+83,215
| New | +$8.27M | 2.56% | 12 |
|