CIA
Concurrent Investment Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.3M | Sell |
199,878
-953,933
| -83% | -$87.5M | 0.35% | 57 |
|
2025
Q1 | $106M | Buy |
1,153,811
+872,004
| +309% | +$80M | 2.57% | 3 |
|
2024
Q4 | $25.8M | Buy |
281,807
+130,652
| +86% | +$11.9M | 0.69% | 27 |
|
2024
Q3 | $13.9M | Buy |
151,155
+77,811
| +106% | +$7.14M | 0.41% | 52 |
|
2024
Q2 | $6.73M | Buy |
73,344
+30,649
| +72% | +$2.81M | 0.22% | 105 |
|
2024
Q1 | $3.92M | Buy |
42,695
+10,806
| +34% | +$992K | 0.16% | 142 |
|
2023
Q4 | $2.91M | Buy |
+31,889
| New | +$2.91M | 0.14% | 162 |
|