Napa Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Buy |
80,409
+76,784
| +2,118% | +$7.63M | 3.82% | 3 |
|
|
2025
Q1 | $361K | Sell |
3,625
-24,749
| -87% | -$2.46M | 0.2% | 135 |
|
|
2024
Q4 | $2.81M | Sell |
28,374
-34,856
| -55% | -$3.46M | 1.22% | 16 |
|
|
2024
Q3 | $6.3M | Buy |
63,230
+15,018
| +31% | +$1.5M | 2.98% | 2 |
|
|
2024
Q2 | $4.79M | Sell |
48,212
-429,512
| -90% | -$42.7M | 3.23% | 3 |
|
|
2024
Q1 | $47.5M | Buy |
477,724
+286,075
| +149% | +$28.4M | 25.01% | 2 |
|
|
2023
Q4 | $19M | Buy |
+191,649
| New | +$19M | 10.31% | 3 |
|