Integrated Wealth Concepts’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 | $32.2M | Buy |
350,855
+87,182
| +33% | +$8M | 0.32% | 64 |
|
|
2025
Q1 | $24.2M | Buy |
263,673
+155,357
| +143% | +$14.3M | 0.28% | 78 |
|
|
2024
Q4 | $9.9M | Sell |
108,316
-32,564
| -23% | -$2.98M | 0.12% | 170 |
|
|
2024
Q3 | $12.9M | Sell |
140,880
-113,954
| -45% | -$10.5M | 0.16% | 137 |
|
|
2024
Q2 | $23.4M | Sell |
254,834
-23,682
| -9% | -$2.17M | 0.32% | 70 |
|
|
2024
Q1 | $25.6M | Buy |
278,516
+157,736
| +131% | +$14.5M | 0.37% | 48 |
|
|
2023
Q4 | $11M | Sell |
120,780
-37,876
| -24% | -$3.46M | 0.18% | 135 |
|
|
2023
Q3 | $14.6M | Buy |
158,656
+77,892
| +96% | +$7.15M | 0.26% | 96 |
|
|
2023
Q2 | $7.42M | Buy |
80,764
+12,127
| +18% | +$1.11M | 0.13% | 172 |
|
|
2023
Q1 | $6.3M | Buy |
68,637
+1,323
| +2% | +$121K | 0.13% | 170 |
|
|
2022
Q4 | $6.16M | Sell |
67,314
-8,860
| -12% | -$810K | 0.17% | 129 |
|
|
2022
Q3 | $6.98M | Buy |
76,174
+10,920
| +17% | +$1M | 0.22% | 95 |
|
|
2022
Q2 | $5.97M | Buy |
65,254
+60,865
| +1,387% | +$5.57M | 0.19% | 117 |
|
|
2022
Q1 | $401K | Buy |
+4,389
| New | +$401K | 0.01% | 638 |
|
|
2020
Q3 | – | Sell |
-10,992
| Closed | -$1.01M | – | 569 |
|
|
2020
Q2 | $1.01M | Buy |
10,992
+33
| +0.3% | +$3.02K | 0.07% | 177 |
|
|
2020
Q1 | $1M | Buy |
10,959
+1,964
| +22% | +$180K | 0.09% | 137 |
|
|
2019
Q4 | $822K | Buy |
8,995
+5,054
| +128% | +$462K | 0.07% | 180 |
|
|
2019
Q3 | $361K | Buy |
+3,941
| New | +$361K | 0.04% | 267 |
|