LRWA
Long Run Wealth Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
108,203
+18,102
| +20% | +$1.8M | 2.26% | 13 |
|
|
2025
Q1 | $8.96M | Buy |
90,101
+41,527
| +85% | +$4.13M | 2.03% | 13 |
|
|
2024
Q4 | $4.82M | Buy |
48,574
+23,665
| +95% | +$2.35M | 1.15% | 24 |
|
|
2024
Q3 | $2.48M | Buy |
24,909
+9,409
| +61% | +$937K | 0.58% | 43 |
|
|
2024
Q2 | $1.54M | Hold |
15,500
| – | – | 0.39% | 51 |
|
|
2024
Q1 | $1.54M | Buy |
+15,500
| New | +$1.54M | 0.41% | 48 |
|