SWA
SFMG Wealth Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
+12,009
| New | +$1.1M | 0.08% | 96 |
|
|
2025
Q1 | – | Sell |
-30,933
| Closed | -$2.83M | – | 284 |
|
|
2024
Q4 | $2.83M | Buy |
+30,933
| New | +$2.83M | 0.22% | 60 |
|
|
2024
Q1 | – | Sell |
-24,008
| Closed | -$2.19M | – | 285 |
|
|
2023
Q4 | $2.19M | Buy |
+24,008
| New | +$2.19M | 0.2% | 62 |
|
|
2022
Q2 | – | Sell |
-7,000
| Closed | -$640K | – | 281 |
|
|
2022
Q1 | $640K | Hold |
7,000
| – | – | 0.06% | 120 |
|
|
2021
Q4 | $640K | Hold |
7,000
| – | – | 0.06% | 129 |
|
|
2021
Q3 | $640K | Hold |
7,000
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $640K | Hold |
7,000
| – | – | 0.07% | 119 |
|
|
2021
Q1 | $641K | Hold |
7,000
| – | – | 0.07% | 114 |
|
|
2020
Q4 | $641K | Hold |
7,000
| – | – | 0.08% | 110 |
|
|
2020
Q3 | $641K | Sell |
7,000
-909
| -11% | -$83.2K | 0.09% | 90 |
|
|
2020
Q2 | $724K | Buy |
7,909
+327
| +4% | +$29.9K | 0.1% | 70 |
|
|
2020
Q1 | $695K | Sell |
7,582
-1,635
| -18% | -$150K | 0.1% | 56 |
|
|
2019
Q4 | $843K | Sell |
9,217
-36
| -0.4% | -$3.29K | 0.1% | 69 |
|
|
2019
Q3 | $847K | Hold |
9,253
| – | – | 0.11% | 60 |
|
|
2019
Q2 | $847K | Sell |
9,253
-64,890
| -88% | -$5.94M | 0.11% | 57 |
|
|
2019
Q1 | $6.79M | Sell |
74,143
-204,779
| -73% | -$18.8M | 0.98% | 15 |
|
|
2018
Q4 | $25.5M | Buy |
+278,922
| New | +$25.5M | 4.13% | 9 |
|
|
2018
Q3 | – | Sell |
-2,466
| Closed | -$226K | – | 144 |
|
|
2018
Q2 | $226K | Hold |
2,466
| – | – | 0.04% | 133 |
|
|
2018
Q1 | $226K | Hold |
2,466
| – | – | 0.04% | 126 |
|
|
2017
Q4 | $225K | Sell |
2,466
-3,631
| -60% | -$331K | 0.04% | 126 |
|
|
2017
Q3 | $279K | Buy |
+6,097
| New | +$279K | 0.05% | 102 |
|
|
2017
Q1 | – | Sell |
-92,873
| Closed | -$4.24M | – | 117 |
|
|
2016
Q4 | $4.24M | Sell |
92,873
-79,585
| -46% | -$3.64M | 0.9% | 15 |
|
|
2016
Q3 | $7.89M | Sell |
172,458
-21,786
| -11% | -$996K | 1.73% | 14 |
|
|
2016
Q2 | $8.88M | Sell |
194,244
-41,821
| -18% | -$1.91M | 1.98% | 13 |
|
|
2016
Q1 | $10.8M | Buy |
236,065
+85,638
| +57% | +$3.91M | 2.38% | 13 |
|
|
2015
Q4 | $6.87M | Sell |
150,427
-15,101
| -9% | -$690K | 1.57% | 12 |
|
|
2015
Q3 | $7.56M | Buy |
+165,528
| New | +$7.56M | 1.83% | 12 |
|