DWM
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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