BTWM
Baker Tilly 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 | $1.12M | Buy |
+12,192
| New | +$1.12M | 0.4% | 51 |
|
2024
Q3 | – | Sell |
-2,315
| Closed | -$212K | – | 237 |
|
2024
Q2 | $212K | Buy |
+2,315
| New | +$212K | 0.09% | 260 |
|
2024
Q1 | – | Sell |
-34,738
| Closed | -$3.17M | – | 417 |
|
2023
Q4 | $3.17M | Buy |
34,738
+24,885
| +253% | +$2.27M | 0.52% | 34 |
|
2023
Q3 | $905K | Sell |
9,853
-3,281
| -25% | -$301K | 0.15% | 144 |
|
2023
Q2 | $1.21M | Buy |
13,134
+3,763
| +40% | +$346K | 0.13% | 177 |
|
2023
Q1 | $860K | Sell |
9,371
-27,313
| -74% | -$2.51M | 0.1% | 223 |
|
2022
Q4 | $3.36M | Buy |
36,684
+6,413
| +21% | +$587K | 0.41% | 61 |
|
2022
Q3 | $2.77M | Buy |
+30,271
| New | +$2.77M | 0.38% | 60 |
|
2022
Q1 | – | Sell |
-3,340
| Closed | -$305K | – | 524 |
|
2021
Q4 | $305K | Buy |
3,340
+577
| +21% | +$52.7K | 0.03% | 430 |
|
2021
Q3 | $253K | Buy |
+2,763
| New | +$253K | 0.03% | 438 |
|
2021
Q1 | – | Sell |
-11,271
| Closed | -$1.03M | – | 463 |
|
2020
Q4 | $1.03M | Buy |
+11,271
| New | +$1.03M | 0.32% | 76 |
|