FWM
Focused 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 | $7.58M | Sell |
82,598
-95,156
| -54% | -$8.73M | 0.92% | 22 |
|
|
2025
Q1 | $16.3M | Buy |
177,754
+12,800
| +8% | +$1.17M | 2.2% | 12 |
|
|
2024
Q4 | $15.1M | Buy |
164,954
+9,023
| +6% | +$825K | 2.04% | 12 |
|
|
2024
Q3 | $14.3M | Sell |
155,931
-58,465
| -27% | -$5.37M | 1.86% | 12 |
|
|
2024
Q2 | $19.7M | Buy |
214,396
+75,353
| +54% | +$6.92M | 2.81% | 9 |
|
|
2024
Q1 | $12.8M | Buy |
139,043
+8,850
| +7% | +$812K | 1.96% | 12 |
|
|
2023
Q4 | $11.9M | Sell |
130,193
-99,446
| -43% | -$9.09M | 1.96% | 12 |
|
|
2023
Q3 | $21.1M | Buy |
229,639
+10,391
| +5% | +$954K | 3.72% | 7 |
|
|
2023
Q2 | $20.1M | Buy |
219,248
+216,523
| +7,946% | +$19.9M | 3.62% | 7 |
|
|
2023
Q1 | $250K | Buy |
+2,725
| New | +$250K | 0.05% | 125 |
|