Caldwell Trust’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Caldwell Trust’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,906
2023 Q2	$450K	Buy	+4,906
2023 Q1	–	Sell	-17,648
2022 Q4	$1.61M	Sell	17,648 -546
2022 Q3	$1.67M	Buy	+18,194