Carson Wealth (CWM LLC)’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216M | Buy |
2,360,037
+329,728
| +16% | +$30.2M | 0.76% | 25 |
|
|
2025
Q1 | $186M | Buy |
2,030,309
+191,502
| +10% | +$17.6M | 0.74% | 23 |
|
|
2024
Q4 | $168M | Sell |
1,838,807
-26,132
| -1% | -$2.39M | 0.7% | 30 |
|
|
2024
Q3 | $171M | Buy |
1,864,939
+24,900
| +1% | +$2.29M | 0.74% | 26 |
|
|
2024
Q2 | $169M | Sell |
1,840,039
-49,235
| -3% | -$4.52M | 0.8% | 25 |
|
|
2024
Q1 | $173M | Sell |
1,889,274
-181,938
| -9% | -$16.7M | 0.84% | 24 |
|
|
2023
Q4 | $189M | Sell |
2,071,212
-7,795
| -0.4% | -$712K | 1.02% | 18 |
|
|
2023
Q3 | $191M | Buy |
2,079,007
+67,383
| +3% | +$6.19M | 1.17% | 15 |
|
|
2023
Q2 | $185M | Buy |
2,011,624
+344,554
| +21% | +$31.6M | 1.14% | 16 |
|
|
2023
Q1 | $153M | Buy |
1,667,070
+297,509
| +22% | +$27.3M | 1.03% | 17 |
|
|
2022
Q4 | $125M | Buy |
1,369,561
+1,368,668
| +153,266% | +$125M | 0.92% | 18 |
|
|
2022
Q3 | $82K | Buy |
893
+623
| +231% | +$57.2K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $25K | Sell |
270
-482
| -64% | -$44.6K | ﹤0.01% | 1974 |
|
|
2022
Q1 | $69K | Buy |
752
+289
| +62% | +$26.5K | ﹤0.01% | 1463 |
|
|
2021
Q4 | $42K | Buy |
+463
| New | +$42K | ﹤0.01% | 1644 |
|
|
2021
Q2 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q1 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q4 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q3 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q2 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q1 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q4 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q3 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q2 | $113K | Hold |
1,233
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q1 | $113K | Buy |
1,233
+343
| +39% | +$31.4K | ﹤0.01% | 1089 |
|
|
2018
Q4 | $81K | Buy |
890
+857
| +2,597% | +$78K | ﹤0.01% | 764 |
|
|
2018
Q3 | $3K | Sell |
33
-311
| -90% | -$28.3K | ﹤0.01% | 1437 |
|
|
2018
Q2 | $32K | Buy |
344
+19
| +6% | +$1.77K | ﹤0.01% | 723 |
|
|
2018
Q1 | $30K | Sell |
325
-10
| -3% | -$923 | ﹤0.01% | 642 |
|
|
2017
Q4 | $31K | Buy |
335
+134
| +67% | +$12.4K | ﹤0.01% | 613 |
|
|
2017
Q3 | $9K | Sell |
201
-384,717
| -100% | -$17.2M | ﹤0.01% | 907 |
|
|
2017
Q2 | $17.6M | Buy |
384,918
+311,258
| +423% | +$14.2M | 0.9% | 34 |
|
|
2017
Q1 | $3.37M | Buy |
+73,660
| New | +$3.37M | 0.19% | 104 |
|