VA
Valmark Advisers’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 | $342K | Buy |
3,730
+36
| +1% | +$3.3K | ﹤0.01% | 514 |
|
2025
Q1 | $339K | Buy |
3,694
+604
| +20% | +$55.4K | 0.01% | 489 |
|
2024
Q4 | $283K | Buy |
3,090
+442
| +17% | +$40.4K | ﹤0.01% | 523 |
|
2024
Q3 | $243K | Sell |
2,648
-454
| -15% | -$41.7K | ﹤0.01% | 540 |
|
2024
Q2 | $285K | Sell |
3,102
-107
| -3% | -$9.82K | ﹤0.01% | 481 |
|
2024
Q1 | $295K | Sell |
3,209
-27,112
| -89% | -$2.49M | 0.01% | 455 |
|
2023
Q4 | $2.77M | Buy |
30,321
+400
| +1% | +$36.6K | 0.05% | 129 |
|
2023
Q3 | $2.75M | Buy |
29,921
+136
| +0.5% | +$12.5K | 0.06% | 117 |
|
2023
Q2 | $2.73M | Buy |
29,785
+26,294
| +753% | +$2.41M | 0.06% | 117 |
|
2023
Q1 | $321K | Sell |
3,491
-33,826
| -91% | -$3.11M | 0.01% | 382 |
|
2022
Q4 | $3.41M | Buy |
37,317
+2,183
| +6% | +$200K | 0.08% | 94 |
|
2022
Q3 | $3.22M | Buy |
35,134
+9,239
| +36% | +$846K | 0.06% | 86 |
|
2022
Q2 | $2.37M | Buy |
25,895
+20,701
| +399% | +$1.89M | 0.05% | 110 |
|
2022
Q1 | $475K | Buy |
+5,194
| New | +$475K | 0.01% | 306 |
|
2017
Q1 | – | Sell |
-24,062
| Closed | -$1.1M | – | 75 |
|
2016
Q4 | $1.1M | Sell |
24,062
-2,188
| -8% | -$100K | 0.03% | 40 |
|
2016
Q3 | $1.2M | Hold |
26,250
| – | – | 0.03% | 37 |
|
2016
Q2 | $1.2M | Buy |
26,250
+950
| +4% | +$43.4K | 0.03% | 37 |
|
2016
Q1 | $1.16M | Buy |
+25,300
| New | +$1.16M | 0.03% | 35 |
|