DWM
Darwin 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 | $123K | Sell |
1,343
-800
| -37% | -$73.4K | 0.04% | 150 |
|
|
2025
Q1 | $196K | Hold |
2,143
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $196K | Sell |
2,143
-1,365
| -39% | -$125K | 0.07% | 132 |
|
|
2024
Q3 | $322K | Sell |
3,508
-71,589
| -95% | -$6.57M | 0.09% | 113 |
|
|
2024
Q2 | $6.89M | Sell |
75,097
-1,750
| -2% | -$161K | 3.42% | 8 |
|
|
2024
Q1 | $7.05M | Sell |
76,847
-5,739
| -7% | -$527K | 1.97% | 14 |
|
|
2023
Q4 | $7.55M | Sell |
82,586
-8,474
| -9% | -$774K | 2.03% | 14 |
|
|
2023
Q3 | $8.36M | Buy |
91,060
+88,304
| +3,204% | +$8.11M | 2.25% | 14 |
|
|
2023
Q2 | $252K | Sell |
2,756
-761
| -22% | -$69.7K | 0.06% | 124 |
|
|
2023
Q1 | $322K | Sell |
3,517
-407
| -10% | -$37.3K | 0.09% | 116 |
|
|
2022
Q4 | $359K | Sell |
3,924
-547
| -12% | -$50.1K | 0.09% | 113 |
|
|
2022
Q3 | $409K | Sell |
4,471
-1,209
| -21% | -$111K | 0.1% | 110 |
|
|
2022
Q2 | $519K | Sell |
5,680
-923
| -14% | -$84.3K | 0.1% | 109 |
|
|
2022
Q1 | $604K | Sell |
6,603
-165
| -2% | -$15.1K | 0.1% | 111 |
|
|
2021
Q4 | $619K | Sell |
6,768
-2,214
| -25% | -$202K | 0.1% | 113 |
|
|
2021
Q3 | $821K | Sell |
8,982
-2,125
| -19% | -$194K | 0.13% | 93 |
|
|
2021
Q2 | $1.02M | Sell |
11,107
-2,307
| -17% | -$211K | 0.17% | 80 |
|
|
2021
Q1 | $1.23M | Sell |
13,414
-5,944
| -31% | -$544K | 0.21% | 75 |
|
|
2020
Q4 | $1.77M | Sell |
19,358
-10,189
| -34% | -$932K | 0.33% | 70 |
|
|
2020
Q3 | $2.7M | Sell |
29,547
-55,507
| -65% | -$5.08M | 0.58% | 56 |
|
|
2020
Q2 | $7.78M | Buy |
85,054
+64
| +0.1% | +$5.86K | 1.98% | 14 |
|
|
2020
Q1 | $7.79M | Buy |
84,990
+7,557
| +10% | +$692K | 2.48% | 6 |
|
|
2019
Q4 | $7.08M | Buy |
77,433
+5,612
| +8% | +$513K | 1.89% | 8 |
|
|
2019
Q3 | $6.58M | Buy |
71,821
+4,517
| +7% | +$414K | 1.95% | 7 |
|
|
2019
Q2 | $6.17M | Sell |
67,304
-50,676
| -43% | -$4.64M | 1.91% | 7 |
|
|
2019
Q1 | $10.8M | Buy |
117,980
+71,312
| +153% | +$6.53M | 3.56% | 3 |
|
|
2018
Q4 | $4.27M | Buy |
+46,668
| New | +$4.27M | 2.98% | 9 |
|