SPWM
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Straight Path Wealth 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
Q1
Sell
-4,694
Closed -$429K 110
2024
Q4
$429K Buy
+4,694
New +$429K 0.17% 61
2023
Q2
Sell
-2,345
Closed -$215K 79
2023
Q1
$215K Buy
+2,345
New +$215K 0.17% 64