GM
GeoWealth 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 | $347K | Sell |
3,787
-58,301
| -94% | -$5.35M | 0.01% | 509 |
|
|
2025
Q1 | $5.7M | Sell |
62,088
-210,557
| -77% | -$19.3M | 0.23% | 57 |
|
|
2024
Q4 | $24.9M | Buy |
272,645
+197,056
| +261% | +$18M | 0.82% | 21 |
|
|
2024
Q3 | $6.94M | Sell |
75,589
-33,286
| -31% | -$3.06M | 0.25% | 73 |
|
|
2024
Q2 | $9.99M | Sell |
108,875
-303,707
| -74% | -$27.9M | 0.43% | 37 |
|
|
2024
Q1 | $37.9M | Buy |
412,582
+72,258
| +21% | +$6.63M | 1.46% | 13 |
|
|
2023
Q4 | $31.1M | Sell |
340,324
-448,657
| -57% | -$41M | 2.57% | 2 |
|
|
2023
Q3 | $72.4M | Sell |
788,981
-1,188,257
| -60% | -$109M | 8.22% | 1 |
|
|
2023
Q2 | $182M | Buy |
1,977,238
+42,646
| +2% | +$3.92M | 19.62% | 1 |
|
|
2023
Q1 | $178M | Sell |
1,934,592
-181,639
| -9% | -$16.7M | 20.78% | 1 |
|
|
2022
Q4 | $194M | Buy |
2,116,231
+27,665
| +1% | +$2.53M | 20.46% | 1 |
|
|
2022
Q3 | $191M | Buy |
2,088,566
+2,028,580
| +3,382% | +$186M | 20.89% | 1 |
|
|
2022
Q2 | $5.49M | Buy |
59,986
+49,887
| +494% | +$4.57M | 0.74% | 33 |
|
|
2022
Q1 | $921K | Buy |
10,099
+342
| +4% | +$31.2K | 0.08% | 154 |
|
|
2021
Q4 | $892K | Buy |
9,757
+1,633
| +20% | +$149K | 0.07% | 160 |
|
|
2021
Q3 | $740K | Buy |
8,124
+6,654
| +453% | +$606K | 0.06% | 184 |
|
|
2021
Q2 | $133K | Buy |
1,470
+502
| +52% | +$45.4K | 0.02% | 207 |
|
|
2021
Q1 | $88K | Buy |
+968
| New | +$88K | 0.01% | 185 |
|
|
2020
Q3 | – | Sell |
-56,252
| Closed | -$5.15M | – | 160 |
|
|
2020
Q2 | $5.15M | Buy |
56,252
+46,565
| +481% | +$4.26M | 2.13% | 13 |
|
|
2020
Q1 | $888K | Buy |
9,687
+2,874
| +42% | +$263K | 0.63% | 43 |
|
|
2019
Q4 | $623K | Sell |
6,813
-4,541
| -40% | -$415K | 0.34% | 50 |
|
|
2019
Q3 | $1.04M | Buy |
11,354
+7,904
| +229% | +$724K | 0.23% | 64 |
|
|
2019
Q2 | $316K | Buy |
+3,450
| New | +$316K | 0.83% | 29 |
|