BWM
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Bernard Wealth Management’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bernard Wealth Management’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-48
Closed -$4.4K – 320
2025
Q1 		$4.4K Sell
48
-7
-13% -$642 ﹤0.01% 261
2024
Q4 		$5.03K Buy
+55
New +$5.03K ﹤0.01% 236