True Wealth Design’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
Q4 | – | Sell |
-5,872
| Closed | -$585K | – | 1375 |
|
|
2024
Q3 | $585K | Hold |
5,872
| – | – | 0.23% | 17 |
|
|
2024
Q2 | $584K | Hold |
5,872
| – | – | 0.14% | 101 |
|
|
2024
Q1 | $584K | Sell |
5,872
-1,425
| -20% | -$142K | 0.15% | 103 |
|
|
2023
Q4 | $723K | Sell |
7,297
-713
| -9% | -$70.7K | 0.2% | 97 |
|
|
2023
Q3 | $796K | Sell |
8,010
-3,768
| -32% | -$375K | 0.27% | 52 |
|
|
2023
Q2 | $1.17M | Buy |
11,778
+248
| +2% | +$24.7K | 0.43% | 25 |
|
|
2023
Q1 | $1.15M | Sell |
11,530
-380
| -3% | -$37.9K | 0.48% | 27 |
|
|
2022
Q4 | $1.18M | Buy |
+11,910
| New | +$1.18M | 0.55% | 23 |
|