Moulton 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 | $3.88M | Sell |
42,362
-46,280
| -52% | -$4.23M | 2.93% | 10 |
|
|
2025
Q1 | $8.13M | Sell |
88,642
-27,331
| -24% | -$2.51M | 6.2% | 5 |
|
|
2024
Q4 | $10.6M | Buy |
115,973
+58,415
| +101% | +$5.34M | 8.14% | 4 |
|
|
2024
Q3 | $5.27M | Buy |
57,558
+7,344
| +15% | +$672K | 4.39% | 5 |
|
|
2024
Q2 | $4.6M | Sell |
50,214
-112,810
| -69% | -$10.3M | 4.17% | 4 |
|
|
2024
Q1 | $15M | Buy |
163,024
+14,001
| +9% | +$1.29M | 15.69% | 3 |
|
|
2023
Q4 | $13.6M | Buy |
149,023
+1,125
| +0.8% | +$103K | 17.51% | 3 |
|
|
2023
Q3 | $13.5M | Buy |
+147,898
| New | +$13.5M | 19.94% | 3 |
|
|
2020
Q4 | – | Sell |
-33,223
| Closed | -$3.04M | – | 22 |
|
|
2020
Q3 | $3.04M | Buy |
33,223
+295
| +0.9% | +$27K | 3.33% | 10 |
|
|
2020
Q2 | $3.01M | Buy |
32,928
+828
| +3% | +$75.8K | 3.8% | 10 |
|
|
2020
Q1 | $2.94M | Buy |
+32,100
| New | +$2.94M | 4.81% | 7 |
|