Dean Jacobson Financial Services’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3M | Buy |
515,922
+247,625
| +92% | +$22.7M | 36.6% | 2 |
|
|
2025
Q1 | $24.6M | Buy |
+268,297
| New | +$24.6M | 18.93% | 3 |
|
|
2023
Q4 | – | Sell |
-214,742
| Closed | -$19.7M | – | 12 |
|
|
2023
Q3 | $19.7M | Sell |
214,742
-233,717
| -52% | -$21.5M | 18.22% | 4 |
|
|
2023
Q2 | $41.2M | Sell |
448,459
-4,017
| -0.9% | -$369K | 37.28% | 2 |
|
|
2023
Q1 | $41.5M | Buy |
+452,476
| New | +$41.5M | 38.91% | 1 |
|