Treasure Coast Financial Planning’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 | $11.5M | Buy |
125,311
+2,846
| +2% | +$261K | 6.7% | 4 |
|
|
2025
Q1 | $11.2M | Buy |
122,465
+4,992
| +4% | +$458K | 6.96% | 4 |
|
|
2024
Q4 | $10.7M | Buy |
117,473
+385
| +0.3% | +$35.2K | 7.08% | 4 |
|
|
2024
Q3 | $10.7M | Buy |
117,088
+2,823
| +2% | +$259K | 6.64% | 5 |
|
|
2024
Q2 | $10.5M | Buy |
114,265
+4,419
| +4% | +$406K | 6.92% | 5 |
|
|
2024
Q1 | $10.1M | Sell |
109,846
-2,129
| -2% | -$195K | 6.59% | 5 |
|
|
2023
Q4 | $10.2M | Sell |
111,975
-1,428
| -1% | -$131K | 7.14% | 4 |
|
|
2023
Q3 | $10.4M | Buy |
113,403
+106,973
| +1,664% | +$9.82M | 7.23% | 5 |
|
|
2023
Q2 | $590K | Buy |
+6,430
| New | +$590K | 0.4% | 25 |
|