CPWM
Cypress Point Wealth Management’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 | $299K | Buy |
3,258
+34
| +1% | +$3.12K | 0.07% | 71 |
|
|
2025
Q1 | $296K | Buy |
3,224
+22
| +0.7% | +$2.02K | 0.09% | 61 |
|
|
2024
Q4 | $293K | Buy |
+3,202
| New | +$293K | 0.09% | 62 |
|
|
2021
Q1 | – | Sell |
-12,700
| Closed | -$1.16M | – | 119 |
|
|
2020
Q4 | $1.16M | Buy |
+12,700
| New | +$1.16M | 1.77% | 12 |
|