WBH Advisory’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $404K | Buy |
4,063
+235
| +6% | +$23.4K | 0.03% | 252 |
|
2025
Q1 | $381K | Sell |
3,828
-1,879
| -33% | -$187K | 0.04% | 242 |
|
2024
Q4 | $566K | Sell |
5,707
-2,110
| -27% | -$209K | 0.05% | 203 |
|
2024
Q3 | $778K | Sell |
7,817
-466
| -6% | -$46.4K | 0.07% | 173 |
|
2024
Q2 | $823K | Buy |
8,283
+749
| +10% | +$74.4K | 0.08% | 164 |
|
2024
Q1 | $749K | Sell |
7,534
-972
| -11% | -$96.6K | 0.08% | 179 |
|
2023
Q4 | $843K | Sell |
8,506
-1,194
| -12% | -$118K | 0.09% | 161 |
|
2023
Q3 | $964K | Sell |
9,700
-1,100
| -10% | -$109K | 0.12% | 142 |
|
2023
Q2 | $1.07M | Sell |
10,800
-1,678
| -13% | -$167K | 0.13% | 140 |
|
2023
Q1 | $1.24M | Buy |
+12,478
| New | +$1.24M | 0.16% | 132 |
|