Golden State Wealth Management’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
4,565
+725
+19% +$66.5K 0.05% 264
2025
Q1
$352K Buy
3,840
+2,311
+151% +$212K 0.05% 269
2024
Q4
$140K Buy
+1,529
New +$140K 0.02% 375
2020
Q3
Sell
-22,775
Closed -$1.88M 428
2020
Q2
$1.88M Buy
22,775
+3,237
+17% +$267K 0.6% 28
2020
Q1
$1.79M Buy
+19,538
New +$1.79M 0.79% 24
2019
Q4
Sell
-26,846
Closed -$2.46M 138
2019
Q3
$2.46M Sell
26,846
-3,153
-11% -$289K 0.81% 25
2019
Q2
$2.75M Buy
29,999
+7,081
+31% +$649K 0.87% 23
2019
Q1
$2.1M Buy
+22,918
New +$2.1M 0.7% 29