OneDigital Investment Advisors’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
$559K Sell
6,091
-2,958
-33% -$271K 0.01% 862
2025
Q1
$830K Sell
9,049
-71
-0.8% -$6.51K 0.01% 669
2024
Q4
$834K Buy
9,120
+1,480
+19% +$135K 0.01% 694
2024
Q3
$701K Sell
7,640
-3,130
-29% -$287K 0.01% 795
2024
Q2
$988K Buy
10,770
+5,313
+97% +$488K 0.01% 629
2024
Q1
$501K Buy
5,457
+1,665
+44% +$153K 0.01% 739
2023
Q4
$347K Sell
3,792
-1,570
-29% -$143K 0.01% 864
2023
Q3
$492K Sell
5,362
-430
-7% -$39.5K 0.01% 650
2023
Q2
$532K Sell
5,792
-6,995
-55% -$642K 0.01% 618
2023
Q1
$1.17M Buy
12,787
+5,709
+81% +$524K 0.03% 364
2022
Q4
$647K Sell
7,078
-2,373
-25% -$217K 0.02% 453
2022
Q3
$866K Sell
9,451
-1,111
-11% -$102K 0.03% 330
2022
Q2
$966K Sell
10,562
-135
-1% -$12.3K 0.04% 268
2022
Q1
$978K Buy
+10,697
New +$978K 0.04% 274
2021
Q3
Sell
-4,230
Closed -$387K 741
2021
Q2
$387K Sell
4,230
-1,761
-29% -$161K 0.02% 479
2021
Q1
$548K Sell
5,991
-3,741
-38% -$342K 0.03% 360
2020
Q4
$891K Sell
9,732
-10,962
-53% -$1M 0.05% 242
2020
Q3
$1.89M Sell
20,694
-2,367
-10% -$217K 0.13% 127
2020
Q2
$2.11M Sell
23,061
-5,130
-18% -$470K 0.15% 128
2020
Q1
$2.58M Buy
28,191
+12,601
+81% +$1.15M 0.23% 93
2019
Q4
$1.43M Buy
+15,590
New +$1.43M 0.11% 154
2018
Q3
Sell
-317
Closed -$29K 1052
2018
Q2
$29K Sell
317
-1,112
-78% -$102K 0.01% 674
2018
Q1
$131K Sell
1,429
-99
-6% -$9.08K 0.03% 294
2017
Q4
$140K Sell
1,528
-300
-16% -$27.5K 0.02% 281
2017
Q3
$167K Sell
1,828
-460
-20% -$42K 0.06% 160
2017
Q2
$209K Buy
+2,288
New +$209K 0.06% 190