Concord Wealth Partners’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $9.83M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $8.77M | Buy |
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|
2023
Q1 | $6.78M | Buy |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $9K | Sell |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $22K | Sell |
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|
2020
Q4 | $48K | Buy |
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