CIA
Concurrent 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 | $5.11M | Buy |
51,347
+8,001
| +18% | +$796K | 0.1% | 216 |
|
|
2025
Q1 | $4.31M | Buy |
43,346
+23,335
| +117% | +$2.32M | 0.1% | 210 |
|
|
2024
Q4 | $1.98M | Buy |
20,011
+799
| +4% | +$79.2K | 0.05% | 326 |
|
|
2024
Q3 | $1.91M | Buy |
19,212
+2,734
| +17% | +$272K | 0.06% | 321 |
|
|
2024
Q2 | $1.64M | Buy |
16,478
+3,800
| +30% | +$378K | 0.05% | 323 |
|
|
2024
Q1 | $1.26M | Buy |
12,678
+7,761
| +158% | +$772K | 0.05% | 334 |
|
|
2023
Q4 | $487K | Buy |
+4,917
| New | +$487K | 0.02% | 499 |
|