Talisman Wealth Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $302K | Buy |
3,295
+974
| +42% | +$89.4K | 0.28% | 81 |
|
2025
Q1 | $213K | Sell |
2,321
-155
| -6% | -$14.2K | 0.22% | 100 |
|
2024
Q4 | $226K | Sell |
2,476
-537
| -18% | -$49.1K | 0.24% | 95 |
|
2024
Q3 | $277K | Sell |
3,013
-734
| -20% | -$67.4K | 0.29% | 81 |
|
2024
Q2 | $344K | Buy |
3,747
+816
| +28% | +$74.9K | 0.4% | 63 |
|
2024
Q1 | $269K | Sell |
2,931
-284
| -9% | -$26.1K | 0.34% | 75 |
|
2023
Q4 | $294K | Sell |
3,215
-431
| -12% | -$39.4K | 0.44% | 68 |
|
2023
Q3 | $335K | Sell |
3,646
-7
| -0.2% | -$643 | 0.58% | 55 |
|
2023
Q2 | $335K | Buy |
3,653
+27
| +0.7% | +$2.48K | 0.57% | 59 |
|
2023
Q1 | $333K | Sell |
3,626
-485
| -12% | -$44.5K | 0.6% | 59 |
|
2022
Q4 | $376K | Buy |
+4,111
| New | +$376K | 0.8% | 37 |
|