SFG 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 | – | Sell |
-4,318
| Closed | -$396K | – | 87 |
|
2025
Q1 | $396K | Buy |
4,318
+23
| +0.5% | +$2.11K | 0.19% | 87 |
|
2024
Q4 | $393K | Buy |
4,295
+59
| +1% | +$5.39K | 0.21% | 67 |
|
2024
Q3 | $389K | Buy |
4,236
+108
| +3% | +$9.92K | 0.21% | 67 |
|
2024
Q2 | $379K | Buy |
4,128
+53
| +1% | +$4.87K | 0.22% | 66 |
|
2024
Q1 | $374K | Buy |
4,075
+31
| +0.8% | +$2.85K | 0.22% | 65 |
|
2023
Q4 | $370K | Sell |
4,044
-454
| -10% | -$41.5K | 0.25% | 59 |
|
2023
Q3 | $413K | Buy |
4,498
+579
| +15% | +$53.2K | 0.33% | 52 |
|
2023
Q2 | $360K | Buy |
3,919
+47
| +1% | +$4.32K | 0.3% | 59 |
|
2023
Q1 | $356K | Buy |
3,872
+25
| +0.6% | +$2.3K | 0.39% | 45 |
|
2022
Q4 | $352K | Buy |
3,847
+37
| +1% | +$3.39K | 0.43% | 47 |
|
2022
Q3 | $349K | Sell |
3,810
-13,049
| -77% | -$1.2M | 0.47% | 47 |
|
2022
Q2 | $1.54M | Buy |
+16,859
| New | +$1.54M | 1.8% | 20 |
|