CIA
Choate Investment Advisors’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 | $12M | Sell |
120,750
-4,218
| -3% | -$419K | 0.26% | 50 |
|
|
2025
Q1 | $12.4M | Buy |
124,968
+32,746
| +36% | +$3.26M | 0.31% | 51 |
|
|
2024
Q4 | $9.14M | Buy |
92,222
+913
| +1% | +$90.5K | 0.22% | 60 |
|
|
2024
Q3 | $9.09M | Sell |
91,309
-31,240
| -25% | -$3.11M | 0.23% | 59 |
|
|
2024
Q2 | $12.2M | Sell |
122,549
-40,270
| -25% | -$4M | 0.32% | 43 |
|
|
2024
Q1 | $16.2M | Buy |
162,819
+9,992
| +7% | +$993K | 0.44% | 28 |
|
|
2023
Q4 | $15.1M | Buy |
152,827
+54,348
| +55% | +$5.39M | 0.47% | 24 |
|
|
2023
Q3 | $9.79M | Buy |
98,479
+17,037
| +21% | +$1.69M | 0.38% | 27 |
|
|
2023
Q2 | $8.1M | Sell |
81,442
-163,149
| -67% | -$16.2M | 0.34% | 29 |
|
|
2023
Q1 | $24.4M | Sell |
244,591
-278,508
| -53% | -$27.7M | 1.18% | 11 |
|
|
2022
Q4 | $51.9M | Buy |
+523,099
| New | +$51.9M | 3.13% | 5 |
|