EP Wealth Advisors’s US Treasury 3 Month Bill ETF TBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
13,509
+1,222
| +10% | +$61.1K | ﹤0.01% | 669 |
|
|
2025
Q1 | $614K | Buy |
+12,287
| New | +$614K | ﹤0.01% | 630 |
|
|
2024
Q4 | – | Sell |
-3,230
| Closed | -$162K | – | 1318 |
|
|
2024
Q3 | $162K | Buy |
+3,230
| New | +$162K | ﹤0.01% | 1088 |
|
|
2024
Q2 | – | Sell |
-2,603
| Closed | -$130K | – | 887 |
|
|
2024
Q1 | $130K | Buy |
+2,603
| New | +$130K | ﹤0.01% | 780 |
|