Kingswood Wealth 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 | $2.77M | Buy |
30,144
+986
| +3% | +$90.4K | 0.22% | 107 |
|
|
2025
Q1 | $2.67M | Buy |
29,158
+3,440
| +13% | +$316K | 0.24% | 96 |
|
|
2024
Q4 | $2.35M | Sell |
25,718
-34,341
| -57% | -$3.14M | 0.18% | 125 |
|
|
2024
Q3 | $5.51M | Buy |
60,059
+42,308
| +238% | +$3.88M | 0.39% | 54 |
|
|
2024
Q2 | $1.63M | Sell |
17,751
-3,327
| -16% | -$305K | 0.15% | 139 |
|
|
2024
Q1 | $1.93M | Buy |
21,078
+13,550
| +180% | +$1.24M | 0.22% | 103 |
|
|
2023
Q4 | $688K | Buy |
+7,528
| New | +$688K | 0.08% | 276 |
|
|
2023
Q3 | – | Sell |
-2,875
| Closed | -$264K | – | 426 |
|
|
2023
Q2 | $264K | Buy |
+2,875
| New | +$264K | 0.08% | 216 |
|