Cabot Wealth Management’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
$1.81M Sell
19,760
-103,516
-84% -$9.5M 0.22% 84
2025
Q1
$11.3M Sell
123,276
-2,055
-2% -$189K 1.44% 28
2024
Q4
$11.5M Buy
125,331
+97,398
+349% +$8.91M 1.46% 27
2024
Q3
$2.56M Sell
27,933
-11,328
-29% -$1.04M 0.32% 74
2024
Q2
$3.6M Buy
39,261
+10,024
+34% +$920K 0.47% 56
2024
Q1
$2.68M Sell
29,237
-15,084
-34% -$1.38M 0.35% 64
2023
Q4
$4.05M Sell
44,321
-10,417
-19% -$952K 0.56% 49
2023
Q3
$5.03M Buy
54,738
+24,156
+79% +$2.22M 0.77% 41
2023
Q2
$2.81M Sell
30,582
-2,101
-6% -$193K 0.42% 61
2023
Q1
$3M Buy
+32,683
New +$3M 0.47% 55
2020
Q1
Sell
-2,305
Closed -$211K 119
2019
Q4
$211K Buy
+2,305
New +$211K 0.04% 125