Steward Partners Investment Advisory’s US Treasury 3 Month Bill ETF TBIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.8M | Sell |
295,257
-87,984
| -23% | -$4.4M | 0.12% | 178 |
|
2025
Q1 | $19.2M | Buy |
383,241
+192,167
| +101% | +$9.61M | 0.17% | 124 |
|
2024
Q4 | $9.53M | Buy |
191,074
+1,638
| +0.9% | +$81.7K | 0.08% | 229 |
|
2024
Q3 | $9.48M | Buy |
189,436
+189,016
| +45,004% | +$9.46M | 0.09% | 225 |
|
2024
Q2 | $21K | Buy |
420
+70
| +20% | +$3.5K | ﹤0.01% | 2518 |
|
2024
Q1 | $17.5K | Hold |
350
| – | – | ﹤0.01% | 2576 |
|
2023
Q4 | $17.5K | Buy |
+350
| New | +$17.5K | ﹤0.01% | 2468 |
|