EWA
EverSource Wealth Advisors’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 | $27.2M | Buy |
296,672
+6,422
| +2% | +$589K | 1.23% | 12 |
|
|
2025
Q1 | $26.6M | Sell |
290,250
-23,780
| -8% | -$2.18M | 1.46% | 6 |
|
|
2024
Q4 | $28.7M | Buy |
314,030
+34,541
| +12% | +$3.16M | 1.61% | 8 |
|
|
2024
Q3 | $25.7M | Buy |
279,489
+6,674
| +2% | +$613K | 1.62% | 6 |
|
|
2024
Q2 | $25M | Sell |
272,815
-62,484
| -19% | -$5.74M | 1.66% | 6 |
|
|
2024
Q1 | $30.8M | Buy |
335,299
+105,821
| +46% | +$9.71M | 2.42% | 5 |
|
|
2023
Q4 | $21M | Buy |
229,478
+67,818
| +42% | +$6.2M | 1.92% | 7 |
|
|
2023
Q3 | $14.8M | Buy |
161,660
+20,315
| +14% | +$1.87M | 1.57% | 10 |
|
|
2023
Q2 | $13M | Sell |
141,345
-16,701
| -11% | -$1.53M | 1.43% | 12 |
|
|
2023
Q1 | $14.5M | Buy |
158,046
+150,215
| +1,918% | +$13.8M | 1.81% | 8 |
|
|
2022
Q4 | $716K | Buy |
+7,831
| New | +$716K | 0.11% | 153 |
|
|
2022
Q2 | – | Sell |
-7,592
| Closed | -$694K | – | 1721 |
|
|
2022
Q1 | $694K | Sell |
7,592
-838
| -10% | -$76.6K | 0.18% | 115 |
|
|
2021
Q4 | $771K | Buy |
+8,430
| New | +$771K | 0.22% | 74 |
|