FWM
Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $67.4M | Sell |
736,225
-682,948
| -48% | -$62.5M | 4.89% | 2 |
|
|
2022
Q1 | $130M | Sell |
1,419,173
-50,226
| -3% | -$4.59M | 1.62% | 2 |
|
|
2021
Q4 | $134M | Sell |
1,469,399
-21,642
| -1% | -$1.98M | 8.86% | 1 |
|
|
2021
Q3 | $136M | Sell |
1,491,041
-58,208
| -4% | -$5.32M | 9.41% | 1 |
|
|
2021
Q2 | $142M | Sell |
1,549,249
-118,915
| -7% | -$10.9M | 9.92% | 1 |
|
|
2021
Q1 | $153M | Sell |
1,668,164
-46,448
| -3% | -$4.25M | 11.71% | 1 |
|
|
2020
Q4 | $157M | Sell |
1,714,612
-77,037
| -4% | -$7.05M | 12.84% | 1 |
|
|
2020
Q3 | $164M | Buy |
1,791,649
+67,568
| +4% | +$6.18M | 15.03% | 1 |
|
|
2020
Q2 | $158M | Buy |
+1,724,081
| New | +$158M | 14.49% | 1 |
|