SWM
Stapp 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 | $316K | Sell |
3,180
-634
| -17% | -$63K | 0.45% | 24 |
|
|
2025
Q1 | $379K | Hold |
3,814
| – | – | 0.58% | 19 |
|
|
2024
Q4 | $378K | Hold |
3,814
| – | – | 0.59% | 15 |
|
|
2024
Q3 | $380K | Buy |
3,814
+29
| +0.8% | +$2.89K | 0.61% | 15 |
|
|
2024
Q2 | $376K | Sell |
3,785
-96
| -2% | -$9.54K | 0.65% | 15 |
|
|
2024
Q1 | $386K | Hold |
3,881
| – | – | 0.67% | 15 |
|
|
2023
Q4 | $385K | Hold |
3,881
| – | – | 0.65% | 19 |
|
|
2023
Q3 | $386K | Sell |
3,881
-91
| -2% | -$9.05K | 0.74% | 19 |
|
|
2023
Q2 | $395K | Buy |
+3,972
| New | +$395K | 0.78% | 18 |
|
|
2023
Q1 | – | Sell |
-62,892
| Closed | -$6.25M | – | 23 |
|
|
2022
Q4 | $6.25M | Buy |
62,892
+3,708
| +6% | +$368K | 14.97% | 2 |
|
|
2022
Q3 | $5.9M | Buy |
+59,184
| New | +$5.9M | 17.19% | 1 |
|