EP Wealth Advisors’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 | $42.3M | Sell |
460,935
-109,487
| -19% | -$10M | 0.28% | 65 |
|
|
2025
Q1 | $52.3M | Sell |
570,422
-1,598
| -0.3% | -$147K | 0.42% | 55 |
|
|
2024
Q4 | $52.3M | Sell |
572,020
-11,745
| -2% | -$1.07M | 0.43% | 54 |
|
|
2024
Q3 | $53.6M | Buy |
583,765
+137,221
| +31% | +$12.6M | 0.46% | 52 |
|
|
2024
Q2 | $41M | Sell |
446,544
-28,753
| -6% | -$2.64M | 0.44% | 59 |
|
|
2024
Q1 | $43.6M | Buy |
475,297
+4,530
| +1% | +$416K | 0.51% | 52 |
|
|
2023
Q4 | $43M | Buy |
470,767
+104,729
| +29% | +$9.57M | 0.55% | 49 |
|
|
2023
Q3 | $33.6M | Buy |
366,038
+360,988
| +7,148% | +$33.1M | 0.52% | 53 |
|
|
2023
Q2 | $24.1M | Sell |
5,050
-97,700
| -95% | -$467M | 0.35% | 63 |
|
|
2023
Q1 | $0 | Buy |
102,750
+78,057
| +316% | – | ﹤0.01% | 643 |
|
|
2022
Q4 | $2.26M | Buy |
+24,693
| New | +$2.26M | 0.04% | 213 |
|