MAM
Milestone Asset 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 | $10.3M | Buy |
112,383
+100,451
| +842% | +$9.21M | 2.18% | 6 |
|
|
2025
Q1 | $1.09M | Sell |
11,932
-175,593
| -94% | -$16.1M | 0.23% | 84 |
|
|
2024
Q4 | $17.1M | Sell |
187,525
-156,536
| -45% | -$14.3M | 3.78% | 2 |
|
|
2024
Q3 | $31.6M | Buy |
344,061
+33,304
| +11% | +$3.06M | 7.09% | 2 |
|
|
2024
Q2 | $28.5M | Buy |
310,757
+252,850
| +437% | +$23.2M | 7.14% | 2 |
|
|
2024
Q1 | $5.32M | Sell |
57,907
-99,620
| -63% | -$9.15M | 1.52% | 16 |
|
|
2023
Q4 | $14.4M | Buy |
157,527
+152,241
| +2,880% | +$13.9M | 4.74% | 5 |
|
|
2023
Q3 | $483K | Sell |
5,286
-769
| -13% | -$70.3K | 0.17% | 37 |
|
|
2023
Q2 | $556K | Sell |
6,055
-1,994
| -25% | -$183K | 0.25% | 25 |
|
|
2023
Q1 | $739K | Sell |
8,049
-1,798
| -18% | -$165K | 0.42% | 29 |
|
|
2022
Q4 | $902K | Buy |
+9,847
| New | +$902K | 0.54% | 20 |
|