Marcum Wealth’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
Q1 | $625K | Sell |
6,809
-20
| -0.3% | -$1.84K | 0.05% | 164 |
|
|
2024
Q4 | $624K | Buy |
6,829
+1,010
| +17% | +$92.3K | 0.05% | 162 |
|
|
2024
Q3 | $534K | Sell |
5,819
-2,104
| -27% | -$193K | 0.05% | 185 |
|
|
2024
Q2 | $727K | Buy |
7,923
+1,570
| +25% | +$144K | 0.07% | 138 |
|
|
2024
Q1 | $583K | Sell |
6,353
-1,613
| -20% | -$148K | 0.06% | 170 |
|
|
2023
Q4 | $728K | Buy |
7,966
+152
| +2% | +$13.9K | 0.08% | 134 |
|
|
2023
Q3 | $717K | Buy |
7,814
+489
| +7% | +$44.9K | 0.09% | 121 |
|
|
2023
Q2 | $673K | Buy |
7,325
+955
| +15% | +$87.7K | 0.08% | 132 |
|
|
2023
Q1 | $585K | Buy |
+6,370
| New | +$585K | 0.07% | 153 |
|
|
2020
Q2 | – | Sell |
-6,847
| Closed | -$627K | – | 120 |
|
|
2020
Q1 | $627K | Sell |
6,847
-34
| -0.5% | -$3.11K | 0.24% | 34 |
|
|
2019
Q4 | $629K | Buy |
+6,881
| New | +$629K | 0.24% | 41 |
|