Strategic Wealth Partners’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
+75,765
| New | +$7.53M | 0.59% | 58 |
|
|
2024
Q4 | $8.16M | Sell |
82,247
-7,682
| -9% | -$762K | 0.68% | 50 |
|
|
2024
Q3 | $8.96M | Sell |
89,929
-5,851
| -6% | -$583K | 0.86% | 30 |
|
|
2024
Q2 | $9.52M | Buy |
95,780
+15,465
| +19% | +$1.54M | 0.99% | 22 |
|
|
2024
Q1 | $7.98M | Sell |
80,315
-8,143
| -9% | -$810K | 0.88% | 27 |
|
|
2023
Q4 | $8.77M | Sell |
88,458
-38,272
| -30% | -$3.79M | 1.08% | 17 |
|
|
2023
Q3 | $12.6M | Buy |
126,730
+35,414
| +39% | +$3.52M | 1.66% | 12 |
|
|
2023
Q2 | $9.08M | Buy |
91,316
+10,772
| +13% | +$1.07M | 1.17% | 15 |
|
|
2023
Q1 | $8.02M | Buy |
+80,544
| New | +$8.02M | 1.23% | 14 |
|