Leading Edge Financial Planning’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 | $4.23M | Sell |
46,103
-1,620
| -3% | -$149K | 1.18% | 16 |
|
2025
Q1 | $4.38M | Buy |
47,723
+2,854
| +6% | +$262K | 1.37% | 16 |
|
2024
Q4 | $4.1M | Sell |
44,869
-55,695
| -55% | -$5.09M | 1.35% | 15 |
|
2024
Q3 | $9.23M | Buy |
100,564
+678
| +0.7% | +$62.2K | 3.09% | 10 |
|
2024
Q2 | $9.17M | Buy |
99,886
+30,158
| +43% | +$2.77M | 3.68% | 9 |
|
2024
Q1 | $6.4M | Buy |
69,728
+6,871
| +11% | +$631K | 2.84% | 11 |
|
2023
Q4 | $5.74M | Buy |
62,857
+46,739
| +290% | +$4.27M | 2.98% | 11 |
|
2023
Q3 | $1.48M | Buy |
16,118
+3,275
| +26% | +$301K | 0.95% | 17 |
|
2023
Q2 | $1.18M | Buy |
12,843
+1,057
| +9% | +$97.1K | 0.77% | 19 |
|
2023
Q1 | $1.08M | Buy |
11,786
+8,144
| +224% | +$748K | 0.78% | 21 |
|
2022
Q4 | $333K | Buy |
+3,642
| New | +$333K | 0.29% | 48 |
|