OWA
Opal Wealth Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $556K | Sell |
5,588
-1,030
| -16% | -$102K | 0.15% | 77 |
|
2025
Q1 | $658K | Sell |
6,618
-2,850
| -30% | -$284K | 0.2% | 59 |
|
2024
Q4 | $939K | Buy |
9,468
+6,425
| +211% | +$637K | 0.28% | 49 |
|
2024
Q3 | $303K | Buy |
3,043
+341
| +13% | +$34K | 0.09% | 123 |
|
2024
Q2 | $268K | Buy |
+2,702
| New | +$268K | 0.09% | 134 |
|