IWS
Insight Wealth Strategies’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-206,696
| Closed | -$18.9M | – | 161 |
|
|
2023
Q4 | $18.9M | Buy |
206,696
+23,200
| +13% | +$2.12M | 3.05% | 13 |
|
|
2023
Q3 | $16.8M | Buy |
+183,496
| New | +$16.8M | 3.25% | 12 |
|
|
2020
Q1 | – | Sell |
-3,770
| Closed | -$345K | – | 157 |
|
|
2019
Q4 | $345K | Sell |
3,770
-570
| -13% | -$52.2K | 0.07% | 160 |
|
|
2019
Q3 | $397K | Sell |
4,340
-7,322
| -63% | -$670K | 0.09% | 134 |
|
|
2019
Q2 | $1.07M | Sell |
11,662
-124,967
| -91% | -$11.4M | 0.26% | 61 |
|
|
2019
Q1 | $12.5M | Buy |
136,629
+2,468
| +2% | +$226K | 3.5% | 10 |
|
|
2018
Q4 | $12.3M | Buy |
+134,161
| New | +$12.3M | 3.76% | 11 |
|