Balboa 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 | $2.82M | Sell |
30,717
-233,604
| -88% | -$21.4M | 0.57% | 33 |
|
2025
Q1 | $24.2M | Buy |
264,321
+219,786
| +494% | +$20.2M | 5.85% | 3 |
|
2024
Q4 | $4.07M | Buy |
44,535
+10,280
| +30% | +$940K | 0.93% | 20 |
|
2024
Q3 | $3.14M | Buy |
34,255
+26,107
| +320% | +$2.4M | 0.78% | 18 |
|
2024
Q2 | $748K | Buy |
8,148
+337
| +4% | +$30.9K | 0.2% | 90 |
|
2024
Q1 | $717K | Buy |
7,811
+2,220
| +40% | +$204K | 0.21% | 87 |
|
2023
Q4 | $511K | Sell |
5,591
-5,683
| -50% | -$519K | 0.17% | 111 |
|
2023
Q3 | $1.04M | Buy |
11,274
+915
| +9% | +$84K | 0.39% | 40 |
|
2023
Q2 | $951K | Sell |
10,359
-2,519
| -20% | -$231K | 0.33% | 50 |
|
2023
Q1 | $1.18M | Sell |
12,878
-1,998
| -13% | -$183K | 0.45% | 38 |
|
2022
Q4 | $1.36M | Sell |
14,876
-2,483
| -14% | -$227K | 0.61% | 30 |
|
2022
Q3 | $1.59M | Buy |
+17,359
| New | +$1.59M | 0.7% | 26 |
|