FIA
Foundations Investment 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 | $108M | Buy |
1,172,024
+346,191
| +42% | +$31.8M | 1.7% | 9 |
|
|
2025
Q1 | $75.8M | Buy |
825,833
+121,873
| +17% | +$11.2M | 1.4% | 14 |
|
|
2024
Q4 | $64.4M | Sell |
703,960
-189,238
| -21% | -$17.3M | 1.24% | 19 |
|
|
2024
Q3 | $82M | Sell |
893,198
-621,247
| -41% | -$57M | 1.72% | 11 |
|
|
2024
Q2 | $139M | Buy |
1,514,445
+132,098
| +10% | +$12.1M | 3.37% | 3 |
|
|
2024
Q1 | $127M | Sell |
1,382,347
-96,937
| -7% | -$8.9M | 3.32% | 4 |
|
|
2023
Q4 | $135M | Sell |
1,479,284
-191,674
| -11% | -$17.5M | 3.63% | 4 |
|
|
2023
Q3 | $153M | Buy |
1,670,958
+66,739
| +4% | +$6.13M | 4.72% | 2 |
|
|
2023
Q2 | $147M | Buy |
1,604,219
+480,374
| +43% | +$44.1M | 4.88% | 2 |
|
|
2023
Q1 | $103M | Buy |
1,123,845
+789,177
| +236% | +$72.5M | 3.69% | 5 |
|
|
2022
Q4 | $30.6M | Buy |
334,668
+314,981
| +1,600% | +$28.8M | 1.22% | 14 |
|
|
2022
Q3 | $1.8M | Buy |
19,687
+15,103
| +329% | +$1.38M | 0.08% | 109 |
|
|
2022
Q2 | $419K | Buy |
4,584
+1,627
| +55% | +$149K | 0.02% | 255 |
|
|
2022
Q1 | $270K | Hold |
2,957
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $270K | Sell |
2,957
-210
| -7% | -$19.2K | 0.01% | 298 |
|
|
2021
Q3 | $290K | Sell |
3,167
-165
| -5% | -$15.1K | 0.01% | 257 |
|
|
2021
Q2 | $305K | Sell |
3,332
-94
| -3% | -$8.6K | 0.01% | 232 |
|
|
2021
Q1 | $313K | Sell |
3,426
-97
| -3% | -$8.86K | 0.02% | 175 |
|
|
2020
Q4 | $322K | Sell |
3,523
-687
| -16% | -$62.8K | 0.02% | 139 |
|
|
2020
Q3 | $385K | Sell |
4,210
-1,802
| -30% | -$165K | 0.08% | 122 |
|
|
2020
Q2 | $550K | Sell |
6,012
-15,998
| -73% | -$1.46M | 0.05% | 100 |
|
|
2020
Q1 | $2.02M | Buy |
+22,010
| New | +$2.02M | 0.23% | 20 |
|