Carson Wealth (CWM LLC)’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $261M | Buy |
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|
2025
Q2 | $216M | Buy |
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|
2025
Q1 | $186M | Buy |
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|
2024
Q4 | $168M | Sell |
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|
2024
Q3 | $171M | Buy |
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|
2024
Q2 | $169M | Sell |
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|
2024
Q1 | $173M | Sell |
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|
2023
Q4 | $189M | Sell |
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|
2023
Q3 | $191M | Buy |
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|
2023
Q2 | $185M | Buy |
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|
2023
Q1 | $153M | Buy |
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|
2022
Q4 | $125M | Buy |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $113K | Hold |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $113K | Hold |
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|
2019
Q4 | $113K | Hold |
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|
2019
Q3 | $113K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $31K | Buy |
|
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $17.6M | Buy |
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|
2017
Q1 | $3.37M | Buy |
|