IFWM
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 |
|