Spartan Planning & 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 | $3.05M | Sell |
33,279
-30,859
| -48% | -$2.83M | 2.61% | 13 |
|
|
2025
Q1 | $5.88M | Sell |
64,138
-404
| -0.6% | -$37.1K | 5.7% | 5 |
|
|
2024
Q4 | $5.9M | Buy |
+64,542
| New | +$5.9M | 5.39% | 4 |
|
|
2023
Q4 | $168K | Sell |
1,843
-194,819
| -99% | -$17.8M | 0.18% | 65 |
|
|
2023
Q3 | $18.1M | Buy |
+196,662
| New | +$18.1M | 21.16% | 1 |
|
|
2022
Q4 | $15.7M | Sell |
171,762
-90,326
| -34% | -$8.26M | 19.58% | 1 |
|
|
2022
Q3 | $24M | Buy |
262,088
+13,086
| +5% | +$1.2M | 31.42% | 1 |
|
|
2022
Q2 | $22.8M | Buy |
249,002
+163,629
| +192% | +$15M | 30.41% | 1 |
|
|
2022
Q1 | $7.81M | Buy |
+85,373
| New | +$7.81M | 9.77% | 2 |
|