Sequoia Financial Advisors’s US Treasury 3 Month Bill ETF TBIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,878
Closed -$294K 1599
2025
Q1
$294K Hold
5,878
﹤0.01% 1057
2024
Q4
$293K Sell
5,878
-616
-9% -$30.7K ﹤0.01% 1020
2024
Q3
$325K Sell
6,494
-742
-10% -$37.1K ﹤0.01% 927
2024
Q2
$362K Sell
7,236
-4,216
-37% -$211K ﹤0.01% 814
2024
Q1
$573K Buy
+11,452
New +$573K 0.01% 640