IFWM
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Institute for Wealth Management’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
-3,812
Closed -$348K 508
2023
Q4
$348K Buy
3,812
+27
+0.7% +$2.47K 0.06% 337
2023
Q3
$348K Buy
3,785
+1,132
+43% +$104K 0.06% 311
2023
Q2
$244K Buy
+2,653
New +$244K 0.04% 402
2020
Q1
Sell
-65
Closed -$6K 407
2019
Q4
$6K Buy
+65
New +$6K ﹤0.01% 620