Wheelhouse Advisory 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
$6.51M Buy
70,969
+2,868
+4% +$263K 3.21% 12
2025
Q1
$6.25M Buy
68,101
+9,462
+16% +$868K 3.57% 12
2024
Q4
$5.36M Buy
58,639
+3,779
+7% +$346K 3.18% 11
2024
Q3
$5.04M Buy
54,860
+608
+1% +$55.8K 3.24% 11
2024
Q2
$4.96M Buy
54,252
+13,484
+33% +$1.23M 3.49% 11
2024
Q1
$3.74M Buy
40,768
+7,109
+21% +$653K 2.87% 11
2023
Q4
$3.08M Buy
+33,659
New +$3.08M 2.69% 11