Carson Wealth (CWM LLC)’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187M | Sell |
1,875,910
-151,650
| -7% | -$15.1M | 0.66% | 29 |
|
|
2025
Q1 | $202M | Buy |
2,027,560
+360,183
| +22% | +$35.8M | 0.8% | 20 |
|
|
2024
Q4 | $165M | Sell |
1,667,377
-10,746
| -0.6% | -$1.07M | 0.69% | 31 |
|
|
2024
Q3 | $167M | Buy |
1,678,123
+55,014
| +3% | +$5.48M | 0.72% | 28 |
|
|
2024
Q2 | $161M | Sell |
1,623,109
-61,520
| -4% | -$6.11M | 0.76% | 29 |
|
|
2024
Q1 | $167M | Sell |
1,684,629
-52,400
| -3% | -$5.21M | 0.81% | 25 |
|
|
2023
Q4 | $172M | Buy |
1,737,029
+221,777
| +15% | +$22M | 0.93% | 22 |
|
|
2023
Q3 | $151M | Buy |
1,515,252
+144,297
| +11% | +$14.3M | 0.92% | 20 |
|
|
2023
Q2 | $136M | Buy |
1,370,955
+325,181
| +31% | +$32.3M | 0.84% | 24 |
|
|
2023
Q1 | $104M | Buy |
1,045,774
+637,301
| +156% | +$63.5M | 0.7% | 25 |
|
|
2022
Q4 | $40.6M | Buy |
+408,473
| New | +$40.6M | 0.3% | 65 |
|