Modern 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
$16.7M Sell
181,560
-515,613
-74% -$47.3M 0.42% 60
2025
Q1
$64M Buy
697,173
+579,318
+492% +$53.1M 2.04% 10
2024
Q4
$10.8M Sell
117,855
-27,495
-19% -$2.51M 0.4% 60
2024
Q3
$13.3M Sell
145,350
-21,447
-13% -$1.97M 0.82% 27
2024
Q2
$15.3M Buy
166,797
+137,795
+475% +$12.6M 1.13% 20
2024
Q1
$2.66M Buy
29,002
+9,995
+53% +$918K 0.25% 56
2023
Q4
$1.74M Buy
+19,007
New +$1.74M 0.22% 45