WJ Wealth Management’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 | $1.07M | Sell |
10,763
-4,219
| -28% | -$419K | 0.34% | 49 |
|
|
2025
Q1 | $1.49M | Buy |
14,982
+6,680
| +80% | +$665K | 0.53% | 32 |
|
|
2024
Q4 | $823K | Sell |
8,302
-768
| -8% | -$76.1K | 0.28% | 49 |
|
|
2024
Q3 | $903K | Sell |
9,070
-4,082
| -31% | -$406K | 0.32% | 43 |
|
|
2024
Q2 | $1.31M | Sell |
13,152
-458
| -3% | -$45.5K | 0.48% | 37 |
|
|
2024
Q1 | $1.35M | Sell |
13,610
-9,661
| -42% | -$960K | 0.54% | 40 |
|
|
2023
Q4 | $2.31M | Sell |
23,271
-7,049
| -23% | -$699K | 1% | 28 |
|
|
2023
Q3 | $3.01M | Sell |
30,320
-2,406
| -7% | -$239K | 1.46% | 19 |
|
|
2023
Q2 | $3.25M | Buy |
32,726
+12,903
| +65% | +$1.28M | 1.54% | 18 |
|
|
2023
Q1 | $1.97M | Buy |
19,823
+10,013
| +102% | +$997K | 1.34% | 18 |
|
|
2022
Q4 | $974K | Buy |
+9,810
| New | +$974K | 0.57% | 26 |
|