Beacon Wealthcare LLC’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,605
| Closed | -$459K | – | 27 |
|
2024
Q3 | $459K | Sell |
4,605
-4,455
| -49% | -$444K | 0.19% | 17 |
|
2024
Q2 | $900K | Buy |
9,060
+102
| +1% | +$10.1K | 0.39% | 11 |
|
2024
Q1 | $891K | Buy |
8,958
+47
| +0.5% | +$4.67K | 0.41% | 11 |
|
2023
Q4 | $883K | Buy |
8,911
+649
| +8% | +$64.3K | 0.42% | 12 |
|
2023
Q3 | $821K | Buy |
8,262
+4,917
| +147% | +$489K | 0.43% | 11 |
|
2023
Q2 | $333K | Buy |
+3,345
| New | +$333K | 0.17% | 13 |
|