TWM
TriaGen Wealth Management’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 | – | Sell |
-2,932
| Closed | -$269K | – | 175 |
|
|
2025
Q1 | $269K | Sell |
2,932
-44
| -1% | -$4.04K | 0.09% | 142 |
|
|
2024
Q4 | $272K | Sell |
2,976
-310
| -9% | -$28.3K | 0.09% | 147 |
|
|
2024
Q3 | $302K | Sell |
3,286
-270
| -8% | -$24.8K | 0.1% | 142 |
|
|
2024
Q2 | $326K | Sell |
3,556
-367
| -9% | -$33.7K | 0.13% | 127 |
|
|
2024
Q1 | $360K | Sell |
3,923
-91
| -2% | -$8.35K | 0.15% | 119 |
|
|
2023
Q4 | $367K | Sell |
4,014
-2,385
| -37% | -$218K | 0.17% | 112 |
|
|
2023
Q3 | $588K | Buy |
6,399
+77
| +1% | +$7.07K | 0.3% | 76 |
|
|
2023
Q2 | $580K | Sell |
6,322
-322
| -5% | -$29.6K | 0.27% | 89 |
|
|
2023
Q1 | $610K | Buy |
6,644
+313
| +5% | +$28.7K | 0.31% | 81 |
|
|
2022
Q4 | $579K | Sell |
6,331
-1,499
| -19% | -$137K | 0.32% | 83 |
|
|
2022
Q3 | $717K | Sell |
7,830
-379
| -5% | -$34.7K | 0.4% | 66 |
|
|
2022
Q2 | $751K | Sell |
8,209
-390
| -5% | -$35.7K | 0.53% | 56 |
|
|
2022
Q1 | $786K | Sell |
8,599
-1,661
| -16% | -$152K | 0.41% | 73 |
|
|
2021
Q4 | $938K | Sell |
10,260
-1,504
| -13% | -$138K | 0.46% | 69 |
|
|
2021
Q3 | $1.08M | Sell |
11,764
-774
| -6% | -$70.8K | 0.59% | 63 |
|
|
2021
Q2 | $1.15M | Sell |
12,538
-10,174
| -45% | -$931K | 0.59% | 61 |
|
|
2021
Q1 | $2.08M | Sell |
22,712
-5,539
| -20% | -$507K | 1.19% | 21 |
|
|
2020
Q4 | $2.59M | Buy |
+28,251
| New | +$2.59M | 1.52% | 12 |
|