National Wealth Management Group’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
$900K Sell
9,810
-32,266
-77% -$2.96M 0.59% 35
2024
Q4
$3.85M Sell
42,076
-21,520
-34% -$1.97M 2.56% 10
2024
Q3
$5.84M Buy
63,596
+36,428
+134% +$3.34M 3.95% 4
2024
Q2
$2.49M Sell
27,168
-4,781
-15% -$439K 1.9% 13
2024
Q1
$2.93M Buy
31,949
+28,178
+747% +$2.59M 2.28% 10
2023
Q4
$345K Sell
3,771
-8,746
-70% -$799K 0.33% 90
2023
Q3
$1.15M Buy
12,517
+2,370
+23% +$218K 1.25% 26
2023
Q2
$929K Buy
10,147
+7,644
+305% +$700K 0.97% 31
2023
Q1
$229K Sell
2,503
-4,553
-65% -$417K 0.26% 118
2022
Q4
$645K Sell
7,056
-12,861
-65% -$1.18M 0.77% 30
2022
Q3
$1.82M Sell
19,917
-6,666
-25% -$611K 2.37% 11
2022
Q2
$2.43M Sell
26,583
-8,111
-23% -$742K 3.07% 7
2022
Q1
$3.17M Buy
34,694
+32,329
+1,367% +$2.96M 3.06% 5
2021
Q4
$216K Buy
+2,365
New +$216K 0.2% 113