WA
Waverly Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-123,162
| Closed | -$12.2M | – | 697 |
|
|
2023
Q4 | $12.2M | Sell |
123,162
-679
| -0.5% | -$67.3K | 0.46% | 37 |
|
|
2023
Q3 | $12.3M | Buy |
123,841
+45,828
| +59% | +$4.56M | 0.54% | 34 |
|
|
2023
Q2 | $7.76M | Sell |
78,013
-2,903
| -4% | -$289K | 0.34% | 53 |
|
|
2023
Q1 | $8.06M | Buy |
+80,916
| New | +$8.06M | 0.42% | 43 |
|