Lifestyle Asset Management’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
2024
Q3
Sell
-88,293
Closed -$8.1M 109
2024
Q2
$8.1M Sell
88,293
-2,865
-3% -$263K 4.66% 5
2024
Q1
$8.37M Sell
91,158
-1,707
-2% -$157K 4.94% 5
2023
Q4
$8.49M Buy
+92,865
New +$8.49M 4.72% 7
2023
Q2
Sell
-89,747
Closed -$8.24M 90
2023
Q1
$8.24M Buy
+89,747
New +$8.24M 5.51% 5