WCWM
Willow Creek Wealth Management’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,108
| Closed | -$1.66M | – | 158 |
|
|
2024
Q4 | $1.66M | Sell |
18,108
-48,755
| -73% | -$4.46M | 0.17% | 53 |
|
|
2024
Q3 | $6.14M | Buy |
66,863
+1,077
| +2% | +$98.9K | 0.65% | 31 |
|
|
2024
Q2 | $6.04M | Sell |
65,786
-7,686
| -10% | -$705K | 0.69% | 29 |
|
|
2024
Q1 | $6.74M | Buy |
73,472
+13,335
| +22% | +$1.22M | 0.79% | 27 |
|
|
2023
Q4 | $5.5M | Buy |
60,137
+44,877
| +294% | +$4.1M | 0.69% | 28 |
|
|
2023
Q3 | $1.4M | Sell |
15,260
-16,768
| -52% | -$1.54M | 0.21% | 50 |
|
|
2023
Q2 | $2.94M | Buy |
+32,028
| New | +$2.94M | 0.42% | 35 |
|
|
2020
Q2 | – | Sell |
-38,306
| Closed | -$3.51M | – | 79 |
|
|
2020
Q1 | $3.51M | Sell |
38,306
-12,266
| -24% | -$1.12M | 1.77% | 11 |
|
|
2019
Q4 | $4.62M | Buy |
50,572
+15,106
| +43% | +$1.38M | 2.11% | 8 |
|
|
2019
Q3 | $3.25M | Sell |
35,466
-5,460
| -13% | -$500K | 1.51% | 11 |
|
|
2019
Q2 | $3.75M | Sell |
40,926
-13,850
| -25% | -$1.27M | 1.8% | 11 |
|
|
2019
Q1 | $5.02M | Sell |
54,776
-4,262
| -7% | -$390K | 2.53% | 8 |
|
|
2018
Q4 | $5.4M | Buy |
59,038
+47,007
| +391% | +$4.3M | 2.87% | 8 |
|
|
2018
Q3 | $1.1M | Sell |
12,031
-17,888
| -60% | -$1.64M | 0.61% | 17 |
|
|
2018
Q2 | $2.74M | Buy |
29,919
+10,318
| +53% | +$945K | 1.54% | 7 |
|
|
2018
Q1 | $1.79M | Buy |
+19,601
| New | +$1.79M | 0.96% | 10 |
|