Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,719
| Closed | -$888K | – | 59 |
|
|
2023
Q4 | $888K | Buy |
9,719
+456
| +5% | +$41.7K | 0.52% | 47 |
|
|
2023
Q3 | $851K | Sell |
9,263
-1,370
| -13% | -$126K | 0.57% | 47 |
|
|
2023
Q2 | $976K | Sell |
10,633
-504
| -5% | -$46.3K | 0.65% | 47 |
|
|
2023
Q1 | $1.02M | Sell |
11,137
-22,463
| -67% | -$2.06M | 0.77% | 46 |
|
|
2022
Q4 | $3.07M | Buy |
+33,600
| New | +$3.07M | 2.35% | 7 |
|