WAS
Winch Advisory Services’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
Q2 | $21.8M | Sell |
237,894
-15,684
| -6% | -$1.44M | 5.33% | 6 |
|
|
2025
Q1 | $23.3M | Buy |
253,578
+82,148
| +48% | +$7.54M | 6.15% | 5 |
|
|
2024
Q4 | $15.7M | Buy |
171,430
+5,630
| +3% | +$515K | 4.08% | 9 |
|
|
2024
Q3 | $15.2M | Buy |
165,800
+141
| +0.1% | +$12.9K | 4.21% | 10 |
|
|
2024
Q2 | $15.2M | Buy |
165,659
+1,282
| +0.8% | +$118K | 4.35% | 10 |
|
|
2024
Q1 | $15.1M | Sell |
164,377
-71,855
| -30% | -$6.6M | 4.61% | 8 |
|
|
2023
Q4 | $21.6M | Sell |
236,232
-73,124
| -24% | -$6.68M | 7.16% | 4 |
|
|
2023
Q3 | $28.4M | Buy |
309,356
+8,259
| +3% | +$758K | 10.42% | 1 |
|
|
2023
Q2 | $27.6M | Buy |
301,097
+418
| +0.1% | +$38.4K | 9.93% | 1 |
|
|
2023
Q1 | $27.6M | Buy |
300,679
+969
| +0.3% | +$89K | 10.71% | 1 |
|
|
2022
Q4 | $27.4M | Sell |
299,710
-827
| -0.3% | -$75.6K | 11.7% | 1 |
|
|
2022
Q3 | $27.5M | Sell |
300,537
-31,385
| -9% | -$2.87M | 11.82% | 2 |
|
|
2022
Q2 | $30.4M | Sell |
331,922
-5,772
| -2% | -$528K | 12.39% | 2 |
|
|
2022
Q1 | $30.9M | Buy |
337,694
+75,911
| +29% | +$6.94M | 10.73% | 2 |
|
|
2021
Q4 | $23.9M | Buy |
261,783
+12
| +0% | +$1.1K | 7.91% | 3 |
|
|
2021
Q3 | $23.9M | Buy |
261,771
+76,180
| +41% | +$6.97M | 8.35% | 2 |
|
|
2021
Q2 | $17M | Buy |
185,591
+39,976
| +27% | +$3.66M | 6.11% | 5 |
|
|
2021
Q1 | $13.3M | Buy |
145,615
+31,027
| +27% | +$2.84M | 5.34% | 5 |
|
|
2020
Q4 | $10.5M | Sell |
114,588
-96,483
| -46% | -$8.83M | 4.36% | 8 |
|
|
2020
Q3 | $19.3M | Buy |
211,071
+80,174
| +61% | +$7.34M | 8.18% | 2 |
|
|
2020
Q2 | $12M | Sell |
130,897
-176,946
| -57% | -$16.2M | 5.7% | 8 |
|
|
2020
Q1 | $28.2M | Buy |
307,843
+199,833
| +185% | +$18.3M | 14.03% | 1 |
|
|
2019
Q4 | $9.88M | Sell |
108,010
-2,198
| -2% | -$201K | 4.68% | 7 |
|
|
2019
Q3 | $10.1M | Buy |
110,208
+27,782
| +34% | +$2.54M | 5.26% | 6 |
|
|
2019
Q2 | $7.55M | Buy |
82,426
+82,233
| +42,608% | +$7.53M | 3.93% | 8 |
|
|
2019
Q1 | $18K | Sell |
193
-243,255
| -100% | -$22.7M | 0.01% | 156 |
|
|
2018
Q4 | $22.3M | Buy |
+243,448
| New | +$22.3M | 12.39% | 1 |
|