HCR Wealth Advisors’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 | $395K | Sell |
4,305
-500
| -10% | -$45.9K | 0.05% | 163 |
|
|
2025
Q1 | $441K | Sell |
4,805
-2,150
| -31% | -$197K | 0.06% | 151 |
|
|
2024
Q4 | $636K | Sell |
6,955
-1,355
| -16% | -$124K | 0.08% | 119 |
|
|
2024
Q3 | $763K | Sell |
8,310
-1,130
| -12% | -$104K | 0.1% | 113 |
|
|
2024
Q2 | $866K | Sell |
9,440
-2,370
| -20% | -$218K | 0.12% | 104 |
|
|
2024
Q1 | $1.08M | Sell |
11,810
-4,120
| -26% | -$378K | 0.16% | 87 |
|
|
2023
Q4 | $1.46M | Buy |
15,930
+4,435
| +39% | +$405K | 0.23% | 70 |
|
|
2023
Q3 | $1.06M | Buy |
+11,495
| New | +$1.06M | 0.23% | 75 |
|