SFS
Summit Financial Strategies’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 | $355K | Hold |
3,874
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $355K | Buy |
3,874
+50
| +1% | +$4.59K | 0.04% | 104 |
|
|
2024
Q4 | $350K | Hold |
3,824
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $351K | Buy |
3,824
+1,093
| +40% | +$100K | 0.04% | 106 |
|
|
2024
Q2 | $251K | Buy |
+2,731
| New | +$251K | 0.03% | 119 |
|