Robertson Stephens Wealth Management’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 | $225K | Sell |
2,458
-883
| -26% | -$81K | 0.01% | 510 |
|
2025
Q1 | $306K | Sell |
3,341
-31
| -0.9% | -$2.84K | 0.01% | 447 |
|
2024
Q4 | $308K | Sell |
3,372
-13,595
| -80% | -$1.24M | 0.01% | 459 |
|
2024
Q3 | $1.56M | Buy |
16,967
+13,746
| +427% | +$1.26M | 0.06% | 224 |
|
2024
Q2 | $296K | Buy |
+3,221
| New | +$296K | 0.01% | 412 |
|
2020
Q2 | – | Sell |
-12,151
| Closed | -$1.11M | – | 190 |
|
2020
Q1 | $1.11M | Buy |
+12,151
| New | +$1.11M | 0.38% | 57 |
|