IWM
Iams Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
30,838
+299
| +1% | +$29.7K | 1.41% | 12 |
|
|
2025
Q1 | $3.04M | Sell |
30,539
-2,369
| -7% | -$236K | 1.39% | 12 |
|
|
2024
Q4 | $3.26M | Sell |
32,908
-61,863
| -65% | -$6.13M | 1.49% | 13 |
|
|
2024
Q3 | $9.44M | Sell |
94,771
-9,242
| -9% | -$920K | 4.63% | 3 |
|
|
2024
Q2 | $10.3M | Sell |
104,013
-55,929
| -35% | -$5.56M | 5.66% | 3 |
|
|
2024
Q1 | $15.9M | Buy |
159,942
+32,723
| +26% | +$3.25M | 9.72% | 1 |
|
|
2023
Q4 | $12.6M | Buy |
127,219
+80,774
| +174% | +$8.01M | 8.15% | 1 |
|
|
2023
Q3 | $4.62M | Buy |
+46,445
| New | +$4.62M | 3.2% | 4 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 12 |
|