Delos Wealth Advisors’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 | $11.1M | Sell |
112,105
-4,914
| -4% | -$489K | 8.68% | 1 |
|
|
2025
Q1 | $11.6M | Sell |
117,019
-4,218
| -3% | -$420K | 9.22% | 1 |
|
|
2024
Q4 | $12M | Sell |
121,237
-4,322
| -3% | -$429K | 9.58% | 1 |
|
|
2024
Q3 | $12.5M | Buy |
125,559
+2,053
| +2% | +$204K | 10.89% | 1 |
|
|
2024
Q2 | $12.3M | Sell |
123,506
-8,221
| -6% | -$817K | 11.86% | 1 |
|
|
2024
Q1 | $13.1M | Buy |
131,727
+863
| +0.7% | +$85.8K | 14.71% | 1 |
|
|
2023
Q4 | $13M | Buy |
130,864
+6,804
| +5% | +$674K | 18.81% | 1 |
|
|
2023
Q3 | $12.3M | Sell |
124,060
-1,613
| -1% | -$160K | 14.94% | 1 |
|
|
2023
Q2 | $12.5M | Buy |
125,673
+3,318
| +3% | +$330K | 15.95% | 1 |
|
|
2023
Q1 | $12.2M | Buy |
+122,355
| New | +$12.2M | 15.42% | 1 |
|