MWM
Maltin Wealth Management’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 | – | Sell |
-45,562
| Closed | -$4.18M | – | 128 |
|
|
2025
Q1 | $4.18M | Buy |
45,562
+31,431
| +222% | +$2.88M | 1.96% | 13 |
|
|
2024
Q4 | $1.29M | Sell |
14,131
-9,077
| -39% | -$830K | 0.63% | 47 |
|
|
2024
Q3 | $2.13M | Buy |
23,208
+5,130
| +28% | +$471K | 1.04% | 35 |
|
|
2024
Q2 | $1.66M | Buy |
18,078
+5,320
| +42% | +$488K | 0.89% | 39 |
|
|
2024
Q1 | $1.17M | Buy |
12,758
+2,294
| +22% | +$211K | 0.66% | 48 |
|
|
2023
Q4 | $956K | Buy |
10,464
+4,464
| +74% | +$408K | 0.61% | 56 |
|
|
2023
Q3 | $551K | Buy |
+6,000
| New | +$551K | 0.38% | 69 |
|