TMD Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19M | Buy |
191,323
+1,418
| +0.7% | +$141K | 4.17% | 9 |
|
|
2024
Q1 | $18.9M | Buy |
189,905
+42,491
| +29% | +$4.22M | 4.4% | 6 |
|
|
2023
Q4 | $14.6M | Sell |
147,414
-21,970
| -13% | -$2.18M | 3.81% | 6 |
|
|
2023
Q3 | $16.8M | Sell |
169,384
-250,287
| -60% | -$24.9M | 4.8% | 6 |
|
|
2023
Q2 | $41.7M | Buy |
419,671
+7,791
| +2% | +$775K | 10.88% | 3 |
|
|
2023
Q1 | $41M | Buy |
+411,880
| New | +$41M | 11.58% | 2 |
|