KWA
TBIL

Kingswood Wealth Advisors’s US Treasury 3 Month Bill ETF TBIL Stock Holding History

Kingswood Wealth Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$232K Sell
2024
Q4 		$282K Sell
2024
Q3 		$295K Sell
2024
Q2 		$541K Buy
2024
Q1 		$477K Sell
2023
Q4 		$511K Buy
2023
Q3 		$235K Buy