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Legacy Capital Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Legacy Capital Wealth Partners’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42,259
Closed -$3.86M – 389
2025
Q4 		$3.86M Sell
42,259
-49,833
-54% -$4.56M 0.83% 21
2025
Q3 		$8.45M Buy
92,092
+20,459
+29% +$1.87M 1.84% 7
2025
Q2 		$6.57M Buy
71,633
+56,946
+388% +$5.22M 1.5% 13
2025
Q1 		$1.35M Buy
14,687
+10,610
+260% +$972K 0.33% 59
2024
Q4 		$373K Sell
4,077
-27,261
-87% -$2.5M 0.09% 232
2024
Q3 		$2.88M Sell
31,338
-16,280
-34% -$1.49M 0.58% 36
2024
Q2 		$4.37M Buy
+47,618
New +$4.36M 1.11% 18
2024
Q1 		– Sell
-40,248
Closed -$3.68M – 137
2023
Q4 		$3.68M Buy
40,248
+30,464
+311% +$2.79M 1.04% 18
2023
Q3 		$898K Buy
+9,784
New +$897K 0.25% 82
2023
Q2 		– Sell
-16,810
Closed -$1.54M – 63
2023
Q1 		$1.54M Buy
+16,810
New +$1.54M 0.42% 42

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3AM
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