LRWA
Long Run Wealth Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
75,020
+18,675
| +33% | +$1.71M | 1.44% | 18 |
|
|
2025
Q1 | $5.17M | Buy |
56,345
+11,588
| +26% | +$1.06M | 1.17% | 24 |
|
|
2024
Q4 | $4.09M | Sell |
44,757
-4,565
| -9% | -$417K | 0.98% | 29 |
|
|
2024
Q3 | $4.53M | Sell |
49,322
-21,536
| -30% | -$1.98M | 1.07% | 26 |
|
|
2024
Q2 | $6.5M | Buy |
70,858
+7,437
| +12% | +$683K | 1.65% | 17 |
|
|
2024
Q1 | $5.82M | Buy |
63,421
+20,071
| +46% | +$1.84M | 1.53% | 18 |
|
|
2023
Q4 | $3.96M | Buy |
43,350
+8,536
| +25% | +$780K | 1.14% | 25 |
|
|
2023
Q3 | $3.2M | Buy |
34,814
+25,175
| +261% | +$2.31M | 1.04% | 26 |
|
|
2023
Q2 | $885K | Buy |
9,639
+2,168
| +29% | +$199K | 0.28% | 63 |
|
|
2023
Q1 | $686K | Buy |
7,471
+202
| +3% | +$18.5K | 0.23% | 67 |
|
|
2022
Q4 | $665K | Sell |
7,269
-7,167
| -50% | -$656K | 0.24% | 70 |
|
|
2022
Q3 | $1.32M | Sell |
14,436
-3,140
| -18% | -$288K | 0.52% | 45 |
|
|
2022
Q2 | $1.61M | Buy |
17,576
+11,962
| +213% | +$1.09M | 0.62% | 40 |
|
|
2022
Q1 | $513K | Sell |
5,614
-203
| -3% | -$18.6K | 0.18% | 75 |
|
|
2021
Q4 | $531K | Buy |
+5,817
| New | +$531K | 0.18% | 76 |
|