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