Beam Wealth Advisors’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 | $8.2M | Buy |
89,428
+14,869
| +20% | +$1.36M | 2.44% | 6 |
|
|
2025
Q1 | $6.84M | Sell |
74,559
-5,518
| -7% | -$506K | 2.31% | 8 |
|
|
2024
Q4 | $7.32M | Buy |
80,077
+12,255
| +18% | +$1.12M | 2.32% | 8 |
|
|
2024
Q3 | $6.23M | Buy |
67,822
+1,046
| +2% | +$96K | 1.89% | 11 |
|
|
2024
Q2 | $6.13M | Buy |
66,776
+4,545
| +7% | +$417K | 2.04% | 9 |
|
|
2024
Q1 | $5.71M | Sell |
62,231
-33,105
| -35% | -$3.04M | 3.43% | 8 |
|
|
2023
Q4 | $8.71M | Buy |
95,336
+21,826
| +30% | +$1.99M | 5.53% | 4 |
|
|
2023
Q3 | $6.75M | Buy |
73,510
+51,768
| +238% | +$4.75M | 4.8% | 4 |
|
|
2023
Q2 | $2M | Buy |
+21,742
| New | +$2M | 1.39% | 19 |
|