SFPG
Stonebridge Financial Planning Group’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 | $344K | Sell |
3,751
-1,371
| -27% | -$126K | 0.14% | 133 |
|
|
2025
Q1 | $470K | Sell |
5,122
-402
| -7% | -$36.9K | 0.21% | 112 |
|
|
2024
Q4 | $505K | Sell |
5,524
-2,056
| -27% | -$188K | 0.23% | 108 |
|
|
2024
Q3 | $696K | Sell |
7,580
-865
| -10% | -$79.4K | 0.33% | 86 |
|
|
2024
Q2 | $775K | Sell |
8,445
-1,532
| -15% | -$141K | 0.39% | 72 |
|
|
2024
Q1 | $916K | Sell |
9,977
-2,558
| -20% | -$235K | 0.48% | 60 |
|
|
2023
Q4 | $1.15M | Buy |
12,535
+1,749
| +16% | +$160K | 0.66% | 45 |
|
|
2023
Q3 | $990K | Buy |
10,786
+7,846
| +267% | +$720K | 0.64% | 46 |
|
|
2023
Q2 | $270K | Buy |
+2,940
| New | +$270K | 0.16% | 120 |
|