DBK Financial Counsel’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 | $12.6M | Buy |
126,532
+16,927
| +15% | +$1.68M | 11.37% | 1 |
|
2025
Q1 | $10.9M | Buy |
109,605
+102,690
| +1,485% | +$10.2M | 10.93% | 1 |
|
2024
Q4 | $686K | Buy |
6,915
+540
| +8% | +$53.5K | 0.69% | 32 |
|
2024
Q3 | $635K | Hold |
6,375
| – | – | 0.64% | 35 |
|
2024
Q2 | $633K | Sell |
6,375
-5,320
| -45% | -$529K | 0.69% | 32 |
|
2024
Q1 | $1.16M | Buy |
+11,695
| New | +$1.16M | 1.22% | 23 |
|