Endowment Wealth Management’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
$316K Sell
3,440
-103
-3% -$9.45K 0.16% 107
2025
Q1
$325K Sell
3,543
-3,178
-47% -$291K 0.21% 96
2024
Q4
$614K Buy
6,721
+408
+6% +$37.3K 0.41% 60
2024
Q3
$580K Buy
6,313
+275
+5% +$25.2K 0.38% 60
2024
Q2
$554K Buy
6,038
+87
+1% +$7.99K 0.4% 61
2024
Q1
$546K Buy
5,951
+1,012
+20% +$92.9K 0.41% 60
2023
Q4
$451K Buy
4,939
+14
+0.3% +$1.28K 0.38% 63
2023
Q3
$452K Buy
4,925
+85
+2% +$7.81K 0.41% 63
2023
Q2
$444K Sell
4,840
-2
-0% -$184 0.41% 64
2023
Q1
$441K Sell
4,842
-572
-11% -$52.1K 0.44% 62
2022
Q4
$495K Sell
5,414
-55
-1% -$5.03K 0.55% 46
2022
Q3
$501K Sell
5,469
-24
-0.4% -$2.2K 0.61% 42
2022
Q2
$503K Buy
5,493
+32
+0.6% +$2.93K 0.61% 42
2022
Q1
$499K Sell
5,461
-1,543
-22% -$141K 0.52% 47
2021
Q4
$640K Buy
+7,004
New +$640K 0.65% 31