Meridian 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
$6.69M Buy
72,887
+216
+0.3% +$19.8K 0.29% 76
2025
Q1
$6.67M Buy
72,671
+1,091
+2% +$100K 0.32% 66
2024
Q4
$6.54M Buy
71,580
+3,737
+6% +$342K 0.31% 70
2024
Q3
$6.23M Buy
67,843
+9,044
+15% +$830K 0.31% 70
2024
Q2
$5.4M Buy
+58,799
New +$5.4M 0.65% 34
2024
Q1
Sell
-37,040
Closed -$3.39M 216
2023
Q4
$3.39M Buy
37,040
+32,263
+675% +$2.95M 0.22% 104
2023
Q3
$439K Sell
4,777
-888
-16% -$81.5K 0.03% 390
2023
Q2
$520K Buy
5,665
+2,413
+74% +$222K 0.04% 318
2023
Q1
$299K Buy
+3,252
New +$299K 0.03% 428