Pathway Financial 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 | $5.5M | Sell |
59,988
-1,064
| -2% | -$97.6K | 0.81% | 24 |
|
2025
Q1 | $5.6M | Buy |
61,052
+49,795
| +442% | +$4.57M | 1.01% | 19 |
|
2024
Q4 | $1.03M | Hold |
11,257
| – | – | 0.24% | 54 |
|
2024
Q3 | $1.03M | Hold |
11,257
| – | – | 0.27% | 49 |
|
2024
Q2 | $1.03M | Sell |
11,257
-60
| -0.5% | -$5.51K | 0.28% | 48 |
|
2024
Q1 | $1.04M | Hold |
11,317
| – | – | 0.28% | 47 |
|
2023
Q4 | $1.03M | Sell |
11,317
-30
| -0.3% | -$2.74K | 0.3% | 45 |
|
2023
Q3 | $1.04M | Hold |
11,347
| – | – | 0.36% | 34 |
|
2023
Q2 | $1.04M | Hold |
11,347
| – | – | 0.34% | 35 |
|
2023
Q1 | $1.04M | Sell |
11,347
-2,377
| -17% | -$218K | 0.35% | 36 |
|
2022
Q4 | $1.26M | Sell |
13,724
-50
| -0.4% | -$4.57K | 0.39% | 34 |
|
2022
Q3 | $1.26M | Buy |
13,774
+200
| +1% | +$18.3K | 0.43% | 33 |
|
2022
Q2 | $1.24M | Sell |
13,574
-142
| -1% | -$13K | 0.52% | 34 |
|
2022
Q1 | $1.25M | Hold |
13,716
| – | – | 0.47% | 34 |
|
2021
Q4 | $1.25M | Buy |
+13,716
| New | +$1.25M | 0.45% | 33 |
|
2021
Q1 | $2.87M | Sell |
31,318
-12,881
| -29% | -$1.18M | 1.13% | 14 |
|
2020
Q4 | $4.05M | Sell |
44,199
-105,031
| -70% | -$9.61M | 1.68% | 13 |
|
2020
Q3 | $13.7M | Sell |
149,230
-92,279
| -38% | -$8.45M | 5.28% | 4 |
|
2020
Q2 | $22.1M | Sell |
241,509
-11,752
| -5% | -$1.08M | 6.65% | 3 |
|
2020
Q1 | $23.2M | Buy |
253,261
+37,942
| +18% | +$3.47M | 7.74% | 2 |
|
2019
Q4 | $19.7M | Buy |
215,319
+1,637
| +0.8% | +$150K | 5.57% | 4 |
|
2019
Q3 | $19.6M | Buy |
213,682
+20,567
| +11% | +$1.88M | 5.59% | 4 |
|
2019
Q2 | $17.7M | Buy |
193,115
+21,893
| +13% | +$2.01M | 5.21% | 4 |
|
2019
Q1 | $15.7M | Buy |
+171,222
| New | +$15.7M | 4.87% | 4 |
|