SSWM
Sheets Smith Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
16,529
-1,160
| -7% | -$115K | 0.19% | 109 |
|
|
2025
Q1 | $1.76M | Buy |
17,689
+1,000
| +6% | +$99.5K | 0.22% | 104 |
|
|
2024
Q4 | $1.65M | Sell |
16,689
-2,100
| -11% | -$208K | 0.2% | 111 |
|
|
2024
Q3 | $1.87M | Buy |
18,789
+1,350
| +8% | +$134K | 0.23% | 103 |
|
|
2024
Q2 | $1.73M | Buy |
17,439
+2,050
| +13% | +$204K | 0.21% | 108 |
|
|
2024
Q1 | $1.53M | Buy |
15,389
+2,400
| +18% | +$239K | 0.17% | 124 |
|
|
2023
Q4 | $1.29M | Buy |
12,989
+389
| +3% | +$38.6K | 0.18% | 115 |
|
|
2023
Q3 | $1.25M | Buy |
12,600
+1,100
| +10% | +$109K | 0.19% | 115 |
|
|
2023
Q2 | $1.14M | Sell |
11,500
-530
| -4% | -$52.7K | 0.17% | 123 |
|
|
2023
Q1 | $1.2M | Buy |
12,030
+6,685
| +125% | +$666K | 0.18% | 115 |
|
|
2022
Q4 | $531K | Buy |
+5,345
| New | +$531K | 0.08% | 188 |
|