Mowery & Schoenfeld 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
Q1 | – | Sell |
-4,572
| Closed | -$418K | – | 472 |
|
|
2024
Q4 | $418K | Sell |
4,572
-127
| -3% | -$11.6K | 0.81% | 30 |
|
|
2024
Q3 | $431K | Sell |
4,699
-7,711
| -62% | -$708K | 0.68% | 25 |
|
|
2024
Q2 | $1.14M | Buy |
12,410
+2,105
| +20% | +$193K | 1.64% | 11 |
|
|
2024
Q1 | $946K | Buy |
10,305
+1,703
| +20% | +$156K | 1.82% | 11 |
|
|
2023
Q4 | $786K | Buy |
+8,602
| New | +$786K | 1.59% | 13 |
|