DWM
Diversify 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 | $4.77M | Buy |
52,087
+19,579
| +60% | +$1.79M | 0.29% | 92 |
|
2025
Q1 | $2.98M | Buy |
32,508
+3,237
| +11% | +$297K | 0.22% | 131 |
|
2024
Q4 | $2.68M | Buy |
29,271
+6,106
| +26% | +$559K | 0.21% | 128 |
|
2024
Q3 | $2.12M | Buy |
23,165
+7,726
| +50% | +$708K | 0.2% | 127 |
|
2024
Q2 | $1.41M | Buy |
+15,439
| New | +$1.41M | 0.18% | 127 |
|