Journey Strategic Wealth’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Sell |
2,200
-20
| -0.9% | -$1.99K | 0.01% | 580 |
|
2025
Q1 | $221K | Sell |
2,220
-2,502
| -53% | -$249K | 0.01% | 441 |
|
2024
Q4 | $468K | Sell |
4,722
-4,574
| -49% | -$454K | 0.02% | 231 |
|
2024
Q3 | $926K | Buy |
9,296
+129
| +1% | +$12.8K | 0.03% | 135 |
|
2024
Q2 | $911K | Sell |
9,167
-53
| -0.6% | -$5.27K | 0.04% | 100 |
|
2024
Q1 | $917K | Buy |
+9,220
| New | +$917K | 0.04% | 82 |
|