BAM
Belpointe Asset Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
11,112
+644
| +6% | +$64K | 0.05% | 328 |
|
|
2025
Q1 | $1.04M | Buy |
+10,468
| New | +$1.04M | 0.05% | 325 |
|
|
2024
Q3 | – | Sell |
-3,049
| Closed | -$303K | – | 936 |
|
|
2024
Q2 | $303K | Sell |
3,049
-175
| -5% | -$17.4K | 0.02% | 580 |
|
|
2024
Q1 | $321K | Sell |
3,224
-14,615
| -82% | -$1.45M | 0.02% | 567 |
|
|
2023
Q4 | $1.77M | Sell |
17,839
-37,716
| -68% | -$3.74M | 0.16% | 130 |
|
|
2023
Q3 | $5.52M | Sell |
55,555
-6,435
| -10% | -$640K | 0.57% | 26 |
|
|
2023
Q2 | $6.17M | Buy |
61,990
+1,601
| +3% | +$159K | 0.65% | 22 |
|
|
2023
Q1 | $6.02M | Buy |
+60,389
| New | +$6.02M | 0.32% | 48 |
|