AWM
Axxcess 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 | $81.4M | Buy |
886,902
+106,972
| +14% | +$9.81M | 1.9% | 6 |
|
|
2025
Q1 | $71.5M | Sell |
779,930
-121,815
| -14% | -$11.2M | 1.9% | 5 |
|
|
2024
Q4 | $82.4M | Buy |
901,745
+51,132
| +6% | +$4.67M | 1.98% | 6 |
|
|
2024
Q3 | $78.1M | Buy |
850,613
+153,183
| +22% | +$14.1M | 1.92% | 6 |
|
|
2024
Q2 | $64M | Buy |
697,430
+72,713
| +12% | +$6.67M | 1.69% | 6 |
|
|
2024
Q1 | $57.3M | Sell |
624,717
-48,008
| -7% | -$4.41M | 1.57% | 9 |
|
|
2023
Q4 | $61.5M | Buy |
672,725
+23,036
| +4% | +$2.11M | 1.79% | 7 |
|
|
2023
Q3 | $59.7M | Buy |
649,689
+159,626
| +33% | +$14.7M | 2.03% | 7 |
|
|
2023
Q2 | $45M | Sell |
490,063
-5,003
| -1% | -$459K | 3.26% | 2 |
|
|
2023
Q1 | $45.5M | Buy |
495,066
+397,643
| +408% | +$36.5M | 3.44% | 2 |
|
|
2022
Q4 | $8.91M | Sell |
97,423
-10,519
| -10% | -$962K | 0.74% | 25 |
|
|
2022
Q3 | $9.89M | Buy |
107,942
+50,913
| +89% | +$4.66M | 0.94% | 16 |
|
|
2022
Q2 | $5.22M | Sell |
57,029
-40,411
| -41% | -$3.7M | 0.48% | 42 |
|
|
2022
Q1 | $8.91M | Sell |
97,440
-24,561
| -20% | -$2.25M | 0.7% | 21 |
|
|
2021
Q4 | $11.2M | Buy |
+122,001
| New | +$11.2M | 0.81% | 18 |
|