Iams 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 | $6.95M | Sell |
75,769
-1,592
| -2% | -$146K | 3.19% | 4 |
|
|
2025
Q1 | $7.1M | Sell |
77,361
-9,480
| -11% | -$870K | 3.25% | 3 |
|
|
2024
Q4 | $7.94M | Sell |
86,841
-24,367
| -22% | -$2.23M | 3.63% | 3 |
|
|
2024
Q3 | $10.2M | Sell |
111,208
-4,603
| -4% | -$423K | 5.01% | 2 |
|
|
2024
Q2 | $10.6M | Buy |
115,811
+30,491
| +36% | +$2.8M | 5.82% | 1 |
|
|
2024
Q1 | $7.83M | Buy |
85,320
+14,739
| +21% | +$1.35M | 4.78% | 3 |
|
|
2023
Q4 | $6.45M | Sell |
70,581
-25,719
| -27% | -$2.35M | 4.17% | 3 |
|
|
2023
Q3 | $8.84M | Buy |
+96,300
| New | +$8.84M | 6.12% | 1 |
|
|
2023
Q2 | – | Sell |
-86,821
| Closed | -$7.97M | – | 11 |
|
|
2023
Q1 | $7.97M | Buy |
86,821
+3,953
| +5% | +$363K | 6.63% | 2 |
|
|
2022
Q4 | $7.58M | Buy |
+82,868
| New | +$7.58M | 7.71% | 2 |
|