Capital Planning’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
$939K Buy
10,239
+141
+1% +$12.9K 0.3% 36
2025
Q1
$926K Sell
10,098
-7
-0.1% -$642 0.26% 50
2024
Q4
$924K Sell
10,105
-1,853
-15% -$169K 0.24% 53
2024
Q3
$1.1M Sell
11,958
-30
-0.3% -$2.75K 0.31% 42
2024
Q2
$1.1M Buy
+11,988
New +$1.1M 0.33% 39