Creative Planning’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $547K | Buy |
5,500
+1,437
| +35% | +$143K | ﹤0.01% | 2384 |
|
2025
Q1 | $404K | Buy |
+4,063
| New | +$404K | ﹤0.01% | 2485 |
|
2024
Q1 | – | Sell |
-2,453
| Closed | -$243K | – | 2860 |
|
2023
Q4 | $243K | Sell |
2,453
-325
| -12% | -$32.2K | ﹤0.01% | 2249 |
|
2023
Q3 | $276K | Buy |
2,778
+331
| +14% | +$32.9K | ﹤0.01% | 1997 |
|
2023
Q2 | $243K | Buy |
2,447
+27
| +1% | +$2.69K | ﹤0.01% | 2059 |
|
2023
Q1 | $241K | Buy |
+2,420
| New | +$241K | ﹤0.01% | 1972 |
|