KLI
Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,424
| Closed | -$240K | – | 117 |
|
|
2024
Q4 | $240K | Sell |
2,424
-249
| -9% | -$24.7K | 0.04% | 100 |
|
|
2024
Q3 | $266K | Sell |
2,673
-283
| -10% | -$28.2K | 0.05% | 93 |
|
|
2024
Q2 | $294K | Sell |
2,956
-132,602
| -98% | -$13.2M | 0.05% | 87 |
|
|
2024
Q1 | $13.5M | Sell |
135,558
-19,393
| -13% | -$1.93M | 2.63% | 14 |
|
|
2023
Q4 | $15.4M | Buy |
154,951
+3,287
| +2% | +$326K | 3.32% | 8 |
|
|
2023
Q3 | $15.1M | Buy |
151,664
+6,759
| +5% | +$672K | 3.57% | 9 |
|
|
2023
Q2 | $14.4M | Buy |
144,905
+8,025
| +6% | +$798K | 3.47% | 8 |
|
|
2023
Q1 | $13.6M | Buy |
136,880
+10,346
| +8% | +$1.03M | 3.54% | 8 |
|
|
2022
Q4 | $12.6M | Buy |
+126,534
| New | +$12.6M | 3.54% | 8 |
|