ML&R 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
2024
Q1
$340K Sell
3,708
-1,093
-23% -$100K 0.08% 54
2023
Q4
$439K Buy
4,801
+2,617
+120% +$239K 0.1% 47
2023
Q3
$201K Sell
2,184
-950
-30% -$87.2K 0.05% 66
2023
Q2
$288K Buy
+3,134
New +$288K 0.06% 76