MN Wealth Advisors’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
Sell
-34,900
Closed -$3.2M 111
2025
Q1
$3.2M Sell
34,900
-31,552
-47% -$2.89M 1.88% 15
2024
Q4
$6.08M Buy
66,452
+11,997
+22% +$1.1M 3.42% 7
2024
Q3
$5M Sell
54,455
-42,093
-44% -$3.86M 2.84% 9
2024
Q2
$8.86M Sell
96,548
-3,799
-4% -$349K 5.14% 4
2024
Q1
$9.21M Buy
100,347
+830
+0.8% +$76.2K 5.7% 4
2023
Q4
$9.09M Buy
+99,517
New +$9.09M 6.27% 3