Valtinson Bruner Financial Planning’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
+3,703
| New | +$340K | 0.11% | 102 |
|
|
2022
Q4 | – | Sell |
-6,227
| Closed | -$570K | – | 115 |
|
|
2022
Q3 | $570K | Buy |
+6,227
| New | +$570K | 0.35% | 62 |
|
|
2020
Q4 | – | Sell |
-16,817
| Closed | -$1.54M | – | 76 |
|
|
2020
Q3 | $1.54M | Sell |
16,817
-1,209
| -7% | -$111K | 1.08% | 25 |
|
|
2020
Q2 | $1.65M | Buy |
18,026
+398
| +2% | +$36.4K | 1.17% | 21 |
|
|
2020
Q1 | $1.61M | Buy |
17,628
+1,113
| +7% | +$102K | 1.3% | 18 |
|
|
2019
Q4 | $1.51M | Sell |
16,515
-6,854
| -29% | -$627K | 1.08% | 20 |
|
|
2019
Q3 | $2.14M | Sell |
23,369
-195,987
| -89% | -$17.9M | 1.74% | 15 |
|
|
2019
Q2 | $20.1M | Sell |
219,356
-95,025
| -30% | -$8.71M | 17% | 2 |
|
|
2019
Q1 | $28.8M | Sell |
314,381
-73,511
| -19% | -$6.73M | 25.14% | 2 |
|
|
2018
Q4 | $35.5M | Buy |
+387,892
| New | +$35.5M | 37.08% | 1 |
|