Lionsbridge Wealth 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
2025
Q2
Sell
-92,411
Closed -$8.46M 59
2025
Q1
$8.46M Buy
92,411
+35,301
+62% +$3.23M 7.52% 1
2024
Q4
$5.22M Buy
+57,110
New +$5.22M 4.38% 5
2024
Q1
Sell
-47,467
Closed -$4.34M 55
2023
Q4
$4.34M Sell
47,467
-81,492
-63% -$7.45M 3.47% 8
2023
Q3
$11.8M Buy
128,959
+84,014
+187% +$7.71M 11.22% 1
2023
Q2
$4.13M Sell
44,945
-41,160
-48% -$3.78M 3.69% 7
2023
Q1
$7.91M Sell
86,105
-92,554
-52% -$8.5M 7.3% 3
2022
Q4
$16.3M Buy
178,659
+25,356
+17% +$2.32M 15.93% 1
2022
Q3
$14M Sell
153,303
-33,367
-18% -$3.06M 20.11% 1
2022
Q2
$17.1M Buy
186,670
+176,718
+1,776% +$16.2M 19.74% 1
2022
Q1
$910K Buy
+9,952
New +$910K 1.05% 42
2020
Q2
Sell
-318,109
Closed -$29.1M 45
2020
Q1
$29.1M Buy
318,109
+318,062
+676,728% +$29.1M 34.87% 1
2019
Q4
$4K Buy
+47
New +$4K ﹤0.01% 146