Vertex Planning Partners’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 | $1.98M | Buy |
21,551
+5,684
| +36% | +$521K | 0.41% | 47 |
|
|
2025
Q1 | $1.46M | Sell |
15,867
-2,870
| -15% | -$263K | 0.32% | 51 |
|
|
2024
Q4 | $1.71M | Buy |
18,737
+8,213
| +78% | +$751K | 0.38% | 46 |
|
|
2024
Q3 | $966K | Buy |
10,524
+4,819
| +84% | +$442K | 0.23% | 51 |
|
|
2024
Q2 | $524K | Buy |
5,705
+24
| +0.4% | +$2.2K | 0.14% | 83 |
|
|
2024
Q1 | $522K | Sell |
5,681
-1,589
| -22% | -$146K | 0.14% | 85 |
|
|
2023
Q4 | $664K | Buy |
7,270
+25
| +0.3% | +$2.29K | 0.2% | 62 |
|
|
2023
Q3 | $665K | Buy |
7,245
+3,196
| +79% | +$293K | 0.23% | 55 |
|
|
2023
Q2 | $372K | Buy |
4,049
+281
| +7% | +$25.8K | 0.13% | 83 |
|
|
2023
Q1 | $346K | Buy |
+3,768
| New | +$346K | 0.13% | 80 |
|