Pacific Capital Wealth 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 | $12.5M | Sell |
136,913
-134,226
| -50% | -$12.3M | 2.3% | 11 |
|
2025
Q1 | $24.9M | Buy |
271,139
+3,238
| +1% | +$297K | 4.3% | 7 |
|
2024
Q4 | $24.5M | Buy |
267,901
+9,863
| +4% | +$902K | 4.09% | 7 |
|
2024
Q3 | $23.7M | Sell |
258,038
-64,745
| -20% | -$5.94M | 3.98% | 7 |
|
2024
Q2 | $29.6M | Buy |
322,783
+154,844
| +92% | +$14.2M | 5.41% | 4 |
|
2024
Q1 | $15.4M | Buy |
167,939
+167,176
| +21,910% | +$15.3M | 3.63% | 8 |
|
2023
Q4 | $69.7K | Buy |
+763
| New | +$69.7K | 0.02% | 110 |
|