JSA
Jacobson & Schmitt Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,785
| Closed | -$277K | – | 75 |
|
|
2024
Q2 | $277K | Buy |
+2,785
| New | +$277K | 0.06% | 62 |
|
|
2024
Q1 | – | Sell |
-2,841
| Closed | -$282K | – | 50 |
|
|
2023
Q4 | $282K | Buy |
2,841
+141
| +5% | +$14K | 0.07% | 56 |
|
|
2023
Q3 | $268K | Buy |
+2,700
| New | +$268K | 0.08% | 51 |
|