Napa 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
$9.32M Buy
+101,550
New +$9.32M 4.46% 1
2024
Q4
Sell
-11,093
Closed -$1.02M 178
2024
Q3
$1.02M Sell
11,093
-201,455
-95% -$18.5M 0.48% 61
2024
Q2
$19.5M Sell
212,548
-224,212
-51% -$20.6M 13.17% 2
2024
Q1
$40.1M Buy
436,760
+228,882
+110% +$21M 21.11% 3
2023
Q4
$19M Buy
+207,878
New +$19M 10.31% 2