Waverly Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $905K | Buy |
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|
2025
Q2 | $904K | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $700K | Buy |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $366K | Hold |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $382K | Sell |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $299K | Hold |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $436K | Buy |
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|
2018
Q3 | $299K | Hold |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | $254K | Sell |
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|
2017
Q2 | $260K | Buy |
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|
2017
Q1 | $254K | Buy |
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|
2016
Q4 | $208K | Hold |
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|
2016
Q3 | $208K | Buy |
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