BWM
Birchcreek Wealth 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 | $12M | Buy |
120,933
+1,425
| +1% | +$142K | 6.81% | 4 |
|
|
2025
Q1 | $11.9M | Buy |
119,508
+6,281
| +6% | +$625K | 7.5% | 4 |
|
|
2024
Q4 | $11.2M | Buy |
113,227
+37,529
| +50% | +$3.72M | 7.05% | 4 |
|
|
2024
Q3 | $7.54M | Buy |
+75,698
| New | +$7.54M | 4.94% | 4 |
|
|
2024
Q2 | – | Sell |
-2,398
| Closed | -$238K | – | 154 |
|
|
2024
Q1 | $238K | Buy |
+2,398
| New | +$238K | 0.13% | 133 |
|