Concurrent Investment Advisors’s US Treasury 3 Month Bill ETF TBIL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.51M | Buy |
70,214
+7,485
| +12% | +$374K | 0.07% | 290 |
|
2025
Q1 | $3.14M | Buy |
62,729
+18,910
| +43% | +$946K | 0.08% | 265 |
|
2024
Q4 | $2.18M | Buy |
43,819
+21,942
| +100% | +$1.09M | 0.06% | 301 |
|
2024
Q3 | $1.09M | Buy |
21,877
+3,808
| +21% | +$191K | 0.03% | 434 |
|
2024
Q2 | $904K | Buy |
18,069
+667
| +4% | +$33.4K | 0.03% | 448 |
|
2024
Q1 | $871K | Sell |
17,402
-893
| -5% | -$44.7K | 0.04% | 400 |
|
2023
Q4 | $912K | Buy |
+18,295
| New | +$912K | 0.04% | 349 |
|