Claro Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $575K | Buy |
6,269
+1,524
| +32% | +$140K | 0.09% | 186 |
|
2025
Q1 | $435K | Buy |
+4,745
| New | +$435K | 0.06% | 297 |
|
2022
Q2 | – | Sell |
-2,796
| Closed | -$256K | – | 283 |
|
2022
Q1 | $256K | Hold |
2,796
| – | – | 0.09% | 220 |
|
2021
Q4 | $256K | Buy |
2,796
+33
| +1% | +$3.02K | 0.09% | 220 |
|
2021
Q3 | $253K | Hold |
2,763
| – | – | 0.11% | 200 |
|
2021
Q2 | $253K | Buy |
2,763
+41
| +2% | +$3.75K | 0.11% | 192 |
|
2021
Q1 | $249K | Hold |
2,722
| – | – | 0.13% | 178 |
|
2020
Q4 | $249K | Hold |
2,722
| – | – | 0.13% | 173 |
|
2020
Q3 | $249K | Hold |
2,722
| – | – | 0.16% | 156 |
|
2020
Q2 | $249K | Hold |
2,722
| – | – | 0.17% | 148 |
|
2020
Q1 | $249K | Buy |
+2,722
| New | +$249K | 0.23% | 129 |
|
2019
Q1 | – | Sell |
-283
| Closed | -$26K | – | 230 |
|
2018
Q4 | $26K | Buy |
+283
| New | +$26K | 0.02% | 486 |
|