Sound Financial Strategies Group’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
$834K Hold
9,090
0.71% 33
2025
Q1
$834K Sell
9,090
-19
-0.2% -$1.74K 0.74% 23
2024
Q4
$833K Hold
9,109
0.69% 45
2024
Q3
$836K Sell
9,109
-199
-2% -$18.3K 0.67% 26
2024
Q2
$854K Sell
9,308
-601
-6% -$55.2K 0.74% 14
2024
Q1
$910K Buy
9,909
+19
+0.2% +$1.74K 0.76% 7
2023
Q4
$904K Buy
9,890
+9,090
+1,136% +$831K 0.76% 7
2023
Q3
$73.5K Buy
+800
New +$73.5K 0.06% 67
2022
Q4
Sell
-445,575
Closed -$40.8M 62
2022
Q3
$40.8M Buy
+445,575
New +$40.8M 61.28% 1