Treasure Coast Financial Planning’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 | $12M | Buy |
120,402
+2,409
| +2% | +$240K | 6.98% | 3 |
|
|
2025
Q1 | $11.7M | Buy |
117,993
+6,088
| +5% | +$606K | 7.28% | 3 |
|
|
2024
Q4 | $11.1M | Sell |
111,905
-3,822
| -3% | -$379K | 7.31% | 3 |
|
|
2024
Q3 | $11.5M | Buy |
115,727
+3,344
| +3% | +$333K | 7.11% | 3 |
|
|
2024
Q2 | $11.2M | Buy |
112,383
+4,359
| +4% | +$433K | 7.36% | 3 |
|
|
2024
Q1 | $10.7M | Buy |
108,024
+1,899
| +2% | +$189K | 7.02% | 3 |
|
|
2023
Q4 | $10.5M | Sell |
106,125
-2,044
| -2% | -$203K | 7.34% | 3 |
|
|
2023
Q3 | $10.8M | Buy |
108,169
+1,811
| +2% | +$180K | 7.47% | 4 |
|
|
2023
Q2 | $10.6M | Buy |
106,358
+96,217
| +949% | +$9.57M | 7.15% | 4 |
|
|
2023
Q1 | $1.01M | Buy |
+10,141
| New | +$1.01M | 0.71% | 24 |
|