Kingswood Wealth Advisors’s US Treasury 3 Month Bill ETF TBIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,644
| Closed | -$232K | – | 787 |
|
|
2025
Q1 | $232K | Sell |
4,644
-1,020
| -18% | -$51K | 0.02% | 630 |
|
|
2024
Q4 | $282K | Sell |
5,664
-228
| -4% | -$11.4K | 0.02% | 628 |
|
|
2024
Q3 | $295K | Sell |
5,892
-4,918
| -45% | -$246K | 0.02% | 572 |
|
|
2024
Q2 | $541K | Buy |
10,810
+1,285
| +13% | +$64.3K | 0.05% | 365 |
|
|
2024
Q1 | $477K | Sell |
9,525
-718
| -7% | -$35.9K | 0.06% | 363 |
|
|
2023
Q4 | $511K | Buy |
10,243
+5,543
| +118% | +$276K | 0.06% | 342 |
|
|
2023
Q3 | $235K | Buy |
+4,700
| New | +$235K | 0.04% | 360 |
|