Vishria Bird Financial Group’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
$4.49M Sell
48,969
-2,195
-4% -$201K 1.49% 22
2025
Q1
$4.69M Sell
51,164
-14,236
-22% -$1.31M 1.59% 21
2024
Q4
$5.98M Sell
65,400
-10,955
-14% -$1M 2.1% 17
2024
Q3
$7.01M Buy
76,355
+38,237
+100% +$3.51M 2.66% 14
2024
Q2
$3.5M Sell
38,118
-15,968
-30% -$1.47M 1.47% 19
2024
Q1
$4.97M Buy
54,086
+16,242
+43% +$1.49M 2.13% 18
2023
Q4
$3.46M Sell
37,844
-4,804
-11% -$439K 1.64% 19
2023
Q3
$3.92M Sell
42,648
-14,250
-25% -$1.31M 2.22% 15
2023
Q2
$5.22M Sell
56,898
-17,950
-24% -$1.65M 3.11% 13
2023
Q1
$6.87M Buy
+74,848
New +$6.87M 4.4% 10