Lake Street Private Wealth’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
$204K Buy
2,219
+22
+1% +$2.02K 0.03% 247
2025
Q1
$202K Buy
+2,197
New +$202K 0.03% 239
2024
Q4
Sell
-4,157
Closed -$382K 250
2024
Q3
$382K Buy
4,157
+1,927
+86% +$177K 0.06% 193
2024
Q2
$205K Buy
2,230
+28
+1% +$2.57K 0.03% 310
2024
Q1
$202K Buy
+2,202
New +$202K 0.03% 305
2022
Q1
Sell
-2,218
Closed -$203K 322
2021
Q4
$203K Sell
2,218
-123
-5% -$11.3K 0.04% 313
2021
Q3
$214K Buy
2,341
+57
+2% +$5.21K 0.05% 212
2021
Q2
$209K Sell
2,284
-289
-11% -$26.4K 0.05% 203
2021
Q1
$235K Buy
2,573
+1
+0% +$91 0.06% 190
2020
Q4
$235K Buy
+2,572
New +$235K 0.07% 178