OAM
Occidental Asset Management’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+2,954
| New | +$271K | 0.04% | 210 |
|
|
2025
Q1 | – | Sell |
-90,143
| Closed | -$8.24M | – | 247 |
|
|
2024
Q4 | $8.24M | Sell |
90,143
-36,435
| -29% | -$3.33M | 1.29% | 18 |
|
|
2024
Q3 | $11.6M | Buy |
+126,578
| New | +$11.6M | 1.87% | 15 |
|
|
2022
Q1 | – | Sell |
-3,539
| Closed | -$324K | – | 192 |
|
|
2021
Q4 | $324K | Sell |
3,539
-500
| -12% | -$45.8K | 0.08% | 164 |
|
|
2021
Q3 | $369K | Hold |
4,039
| – | – | 0.1% | 161 |
|
|
2021
Q2 | $369K | Sell |
4,039
-416
| -9% | -$38K | 0.1% | 159 |
|
|
2021
Q1 | $408K | Sell |
4,455
-24,557
| -85% | -$2.25M | 0.12% | 145 |
|
|
2020
Q4 | $2.66M | Sell |
29,012
-25,440
| -47% | -$2.33M | 0.88% | 21 |
|
|
2020
Q3 | $4.98M | Sell |
54,452
-35,967
| -40% | -$3.29M | 2.07% | 11 |
|
|
2020
Q2 | $8.28M | Sell |
90,419
-37,979
| -30% | -$3.48M | 3.66% | 5 |
|
|
2020
Q1 | $11.8M | Buy |
128,398
+38,888
| +43% | +$3.56M | 5.92% | 4 |
|
|
2019
Q4 | $8.18M | Sell |
89,510
-261
| -0.3% | -$23.9K | 3.34% | 8 |
|
|
2019
Q3 | $8.22M | Buy |
89,771
+15,434
| +21% | +$1.41M | 3.45% | 8 |
|
|
2019
Q2 | $6.81M | Sell |
74,337
-34,458
| -32% | -$3.16M | 3.07% | 9 |
|
|
2019
Q1 | $9.97M | Buy |
108,795
+10,957
| +11% | +$1M | 4.79% | 3 |
|
|
2018
Q4 | $8.95M | Buy |
+97,838
| New | +$8.95M | 5.06% | 3 |
|