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 |
|