SWA
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Strata Wealth Advisors’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
2024
Q1
Sell
-4,101
Closed -$375K 77
2023
Q4
$375K Buy
4,101
+376
+10% +$34.4K 0.15% 52
2023
Q3
$342K Buy
+3,725
New +$342K 0.16% 40