Carson Wealth (CWM LLC)’s US Treasury 3 Month Bill ETF TBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Sell |
1,560
-339
| -18% | -$17K | ﹤0.01% | 2925 |
|
|
2025
Q1 | $95K | Hold |
1,899
| – | – | ﹤0.01% | 2468 |
|
|
2024
Q4 | $95K | Hold |
1,899
| – | – | ﹤0.01% | 2311 |
|
|
2024
Q3 | $95K | Buy |
+1,899
| New | +$95K | ﹤0.01% | 2226 |
|
|
2023
Q4 | – | Sell |
-2,344
| Closed | -$117K | – | 4495 |
|
|
2023
Q3 | $117K | Sell |
2,344
-35
| -1% | -$1.75K | ﹤0.01% | 1546 |
|
|
2023
Q2 | $119K | Buy |
+2,379
| New | +$119K | ﹤0.01% | 1481 |
|