Carson Wealth (CWM LLC)’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $214M | Buy |
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|
2025
Q2 | $187M | Sell |
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|
2025
Q1 | $202M | Buy |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $167M | Buy |
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|
2024
Q2 | $161M | Sell |
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|
2024
Q1 | $167M | Sell |
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|
2023
Q4 | $172M | Buy |
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|
2023
Q3 | $151M | Buy |
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|
2023
Q2 | $136M | Buy |
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|
2023
Q1 | $104M | Buy |
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|
2022
Q4 | $40.6M | Buy |
|