JSA
Jacobson & Schmitt Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+2,354
| New | +$216K | 0.04% | 69 |
|
|
2025
Q1 | – | Sell |
-2,469
| Closed | -$226K | – | 48 |
|
|
2024
Q4 | $226K | Sell |
2,469
-77
| -3% | -$7.04K | 0.04% | 75 |
|
|
2024
Q3 | $234K | Sell |
2,546
-15
| -0.6% | -$1.38K | 0.05% | 70 |
|
|
2024
Q2 | $235K | Buy |
+2,561
| New | +$235K | 0.05% | 64 |
|
|
2024
Q1 | – | Sell |
-2,730
| Closed | -$249K | – | 49 |
|
|
2023
Q4 | $249K | Sell |
2,730
-283
| -9% | -$25.9K | 0.06% | 60 |
|
|
2023
Q3 | $277K | Sell |
3,013
-19,969
| -87% | -$1.83M | 0.08% | 49 |
|
|
2023
Q2 | $2.11M | Sell |
22,982
-983
| -4% | -$90.3K | 0.6% | 35 |
|
|
2023
Q1 | $2.2M | Buy |
+23,965
| New | +$2.2M | 0.63% | 35 |
|