Phillips Wealth Planners’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 | $315K | Buy |
3,441
+972
| +39% | +$88.9K | 0.29% | 124 |
|
|
2025
Q1 | $226K | Sell |
2,469
-1,487
| -38% | -$136K | 0.24% | 155 |
|
|
2024
Q4 | $362K | Buy |
3,956
+1,000
| +34% | +$91.5K | 0.36% | 90 |
|
|
2024
Q3 | $271K | Sell |
2,956
-1,281
| -30% | -$117K | 0.26% | 140 |
|
|
2024
Q2 | $388K | Buy |
4,237
+850
| +25% | +$77.8K | 0.41% | 85 |
|
|
2024
Q1 | $310K | Buy |
3,387
+263
| +8% | +$24.1K | 0.36% | 103 |
|
|
2023
Q4 | $286K | Sell |
3,124
-599
| -16% | -$54.9K | 0.34% | 104 |
|
|
2023
Q3 | $341K | Buy |
3,723
+1,353
| +57% | +$124K | 0.46% | 81 |
|
|
2023
Q2 | $218K | Sell |
2,370
-810
| -25% | -$74.4K | 0.29% | 134 |
|
|
2023
Q1 | $291K | Buy |
+3,180
| New | +$291K | 0.38% | 98 |
|