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