ULWM
Upper Left 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 | $4.12M | Buy |
44,946
+846
| +2% | +$77.6K | 2.75% | 16 |
|
|
2025
Q1 | $4.05M | Buy |
44,100
+8,854
| +25% | +$812K | 2.9% | 14 |
|
|
2024
Q4 | $3.22M | Buy |
35,246
+101
| +0.3% | +$9.23K | 2.76% | 14 |
|
|
2024
Q3 | $3.23M | Sell |
35,145
-11,141
| -24% | -$1.02M | 2.82% | 13 |
|
|
2024
Q2 | $4.25M | Sell |
46,286
-535
| -1% | -$49.1K | 3.84% | 7 |
|
|
2024
Q1 | $4.3M | Buy |
+46,821
| New | +$4.3M | 3.98% | 7 |
|