OWM
BILS icon

OneAscent Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

OneAscent Wealth Management’s Portfolio BILS Stock Details BILS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,640
Closed -$2.25M – 176
2023
Q3 		$2.25M Sell
22,640
-931
-4% -$92.6K 0.99% 14
2023
Q2 		$2.34M Buy
23,571
+2,224
+10% +$221K 1.1% 11
2023
Q1 		$2.13M Buy
+21,347
New +$2.13M 0.83% 16