West Financial Advisors’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 | $7.37M | Sell |
80,337
-634
| -0.8% | -$58.2K | 1.28% | 16 |
|
|
2025
Q1 | $7.43M | Buy |
80,971
+5,761
| +8% | +$528K | 1.41% | 16 |
|
|
2024
Q4 | $6.88M | Sell |
75,210
-6,480
| -8% | -$592K | 1.33% | 16 |
|
|
2024
Q3 | $7.5M | Buy |
81,690
+13,790
| +20% | +$1.27M | 1.45% | 16 |
|
|
2024
Q2 | $6.23M | Buy |
67,900
+1,877
| +3% | +$172K | 1.29% | 17 |
|
|
2024
Q1 | $6.06M | Buy |
66,023
+2,044
| +3% | +$188K | 1.3% | 17 |
|
|
2023
Q4 | $5.85M | Buy |
63,979
+48,847
| +323% | +$4.46M | 1.33% | 17 |
|
|
2023
Q3 | $1.39M | Buy |
+15,132
| New | +$1.39M | 0.35% | 28 |
|