SIM
Sterling Investment Management’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 | $6.98M | Sell |
76,144
-561
| -0.7% | -$51.5K | 4.62% | 4 |
|
|
2025
Q1 | $7.04M | Buy |
76,705
+3,144
| +4% | +$288K | 5.01% | 4 |
|
|
2024
Q4 | $6.73M | Sell |
73,561
-25,379
| -26% | -$2.32M | 5.28% | 3 |
|
|
2024
Q3 | $9.08M | Sell |
98,940
-1,996
| -2% | -$183K | 6.89% | 2 |
|
|
2024
Q2 | $9.26M | Sell |
100,936
-8,545
| -8% | -$784K | 7.04% | 2 |
|
|
2024
Q1 | $10.1M | Sell |
109,481
-6,915
| -6% | -$635K | 7.09% | 3 |
|
|
2023
Q4 | $10.6M | Buy |
116,396
+52,823
| +83% | +$4.83M | 7.8% | 1 |
|
|
2023
Q3 | $5.84M | Sell |
63,573
-4,832
| -7% | -$444K | 5.19% | 4 |
|
|
2023
Q2 | $6.28M | Sell |
68,405
-1,453
| -2% | -$133K | 4.98% | 4 |
|
|
2023
Q1 | $6.41M | Sell |
69,858
-5,321
| -7% | -$489K | 5.11% | 4 |
|
|
2022
Q4 | $6.88M | Sell |
75,179
-175,812
| -70% | -$16.1M | 5.52% | 4 |
|
|
2022
Q3 | $23M | Buy |
+250,991
| New | +$23M | 19.38% | 1 |
|
|
2020
Q2 | – | Sell |
-2,576
| Closed | -$236K | – | 59 |
|
|
2020
Q1 | $236K | Sell |
2,576
-76,104
| -97% | -$6.97M | 0.21% | 61 |
|
|
2019
Q4 | $7.19M | Sell |
78,680
-35,770
| -31% | -$3.27M | 4.77% | 5 |
|
|
2019
Q3 | $10.5M | Sell |
114,450
-6,819
| -6% | -$625K | 7.66% | 4 |
|
|
2019
Q2 | $11.1M | Sell |
121,269
-406
| -0.3% | -$37.2K | 8.6% | 3 |
|
|
2019
Q1 | $11.1M | Sell |
121,675
-88,432
| -42% | -$8.1M | 8.63% | 3 |
|
|
2018
Q4 | $19.2M | Buy |
210,107
+131,054
| +166% | +$12M | 16.06% | 1 |
|
|
2018
Q3 | $7.24M | Buy |
79,053
+5,838
| +8% | +$535K | 5.26% | 3 |
|
|
2018
Q2 | $6.71M | Buy |
73,215
+56,682
| +343% | +$5.19M | 5.2% | 3 |
|
|
2018
Q1 | $1.51M | Buy |
+16,533
| New | +$1.51M | 1.22% | 25 |
|