Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-115,000
| Closed | -$11.4M | – | 629 |
|
|
2024
Q1 | $11.4M | Sell |
115,000
-38,339
| -25% | -$3.81M | 0.53% | 35 |
|
|
2023
Q4 | $15.2M | Buy |
153,339
+40,185
| +36% | +$3.98M | 0.76% | 27 |
|
|
2023
Q3 | $11.3M | Buy |
113,154
+62,279
| +122% | +$6.19M | 0.67% | 34 |
|
|
2023
Q2 | $5.06M | Sell |
50,875
-4,921
| -9% | -$489K | 0.28% | 57 |
|
|
2023
Q1 | $5.56M | Buy |
+55,796
| New | +$5.56M | 0.34% | 47 |
|