GWM
Gitterman 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 | $37.2M | Buy |
405,565
+2,540
| +0.6% | +$233K | 8.67% | 4 |
|
|
2025
Q1 | $37M | Buy |
403,025
+131,060
| +48% | +$12M | 9.82% | 4 |
|
|
2024
Q4 | $24.9M | Buy |
271,965
+45
| +0% | +$4.11K | 10.39% | 3 |
|
|
2024
Q3 | $25M | Sell |
271,920
-3,472
| -1% | -$319K | 10.41% | 3 |
|
|
2024
Q2 | $25.3M | Sell |
275,392
-1,815
| -0.7% | -$167K | 9.74% | 3 |
|
|
2024
Q1 | $25.4M | Buy |
+277,207
| New | +$25.4M | 9.86% | 3 |
|