JNBA Financial Advisors’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 | $73.4M | Buy |
800,386
+41,997
| +6% | +$3.85M | 7.06% | 3 |
|
|
2025
Q1 | $69.6M | Buy |
758,389
+753,734
| +16,192% | +$69.1M | 7.21% | 3 |
|
|
2024
Q4 | $426K | Sell |
4,655
-2,521
| -35% | -$230K | 0.04% | 139 |
|
|
2024
Q3 | $659K | Sell |
7,176
-3,087
| -30% | -$283K | 0.07% | 114 |
|
|
2024
Q2 | $942K | Sell |
10,263
-315
| -3% | -$28.9K | 0.1% | 92 |
|
|
2024
Q1 | $971K | Buy |
10,578
+1,447
| +16% | +$133K | 0.1% | 98 |
|
|
2023
Q4 | $834K | Buy |
9,131
+1,401
| +18% | +$128K | 0.09% | 108 |
|
|
2023
Q3 | $710K | Sell |
7,730
-415
| -5% | -$38.1K | 0.09% | 112 |
|
|
2023
Q2 | $748K | Buy |
8,145
+864
| +12% | +$79.3K | 0.09% | 112 |
|
|
2023
Q1 | $669K | Sell |
7,281
-2,725
| -27% | -$250K | 0.09% | 114 |
|
|
2022
Q4 | $915K | Buy |
10,006
+6,699
| +203% | +$613K | 0.13% | 101 |
|
|
2022
Q3 | $303K | Buy |
3,307
+1,475
| +81% | +$135K | 0.05% | 152 |
|
|
2022
Q2 | $168K | Sell |
1,832
-218
| -11% | -$20K | 0.03% | 193 |
|
|
2022
Q1 | $187K | Sell |
2,050
-531
| -21% | -$48.4K | 0.02% | 192 |
|
|
2021
Q4 | $236K | Sell |
2,581
-879
| -25% | -$80.4K | 0.03% | 184 |
|
|
2021
Q3 | $316K | Hold |
3,460
| – | – | 0.04% | 158 |
|
|
2021
Q2 | $316K | Sell |
3,460
-5,220
| -60% | -$477K | 0.04% | 158 |
|
|
2021
Q1 | $794K | Sell |
8,680
-3,916
| -31% | -$358K | 0.12% | 97 |
|
|
2020
Q4 | $1.15M | Sell |
12,596
-10,954
| -47% | -$1M | 0.19% | 75 |
|
|
2020
Q3 | $2.16M | Sell |
23,550
-18,237
| -44% | -$1.67M | 0.43% | 50 |
|
|
2020
Q2 | $3.83M | Sell |
41,787
-10,836
| -21% | -$992K | 0.82% | 31 |
|
|
2020
Q1 | $4.82M | Sell |
52,623
-30,644
| -37% | -$2.81M | 1.16% | 24 |
|
|
2019
Q4 | $7.61M | Sell |
83,267
-61,324
| -42% | -$5.61M | 1.45% | 16 |
|
|
2019
Q3 | $13.2M | Sell |
144,591
-48,829
| -25% | -$4.47M | 2.69% | 9 |
|
|
2019
Q2 | $17.7M | Sell |
193,420
-142,352
| -42% | -$13M | 3.61% | 6 |
|
|
2019
Q1 | $30.8M | Sell |
335,772
-197,252
| -37% | -$18.1M | 6.61% | 4 |
|
|
2018
Q4 | $48.8M | Buy |
+533,024
| New | +$48.8M | 11.05% | 1 |
|
|
2018
Q3 | – | Sell |
-1,272
| Closed | -$116K | – | 503 |
|
|
2018
Q2 | $116K | Hold |
1,272
| – | – | 0.02% | 159 |
|
|
2018
Q1 | $116K | Buy |
+1,272
| New | +$116K | 0.02% | 157 |
|