Capital Advisors 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	$395K	Sell	4,303 -3,004	-41%	-$276K	0.06%	134
2025 Q1	$670K	Buy	7,307 +307	+4%	+$28.2K	0.12%	86
2024 Q4	$640K	Buy	7,000 +3,000	+75%	+$274K	0.11%	85
2024 Q3	$367K	Hold	4,000	–	–	0.07%	112
2024 Q2	$367K	Buy	+4,000	New	+$367K	0.07%	104