HCR Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$389K Sell
2025
Q2
$395K Sell
2025
Q1
$441K Sell
2024
Q4
$636K Sell
2024
Q3
$763K Sell
2024
Q2
$866K Sell
2024
Q1
$1.08M Sell
2023
Q4
$1.46M Buy
2023
Q3
$1.06M Buy