WMG Financial Advisors’s US Treasury 3 Month Bill ETF TBIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.55M Sell
111,057
-3,284
-3% -$164K 2.06% 9
2025
Q1
$5.72M Buy
114,341
+36,585
+47% +$1.83M 2.43% 8
2024
Q4
$3.88M Buy
77,756
+14,938
+24% +$745K 1.67% 10
2024
Q3
$3.14M Buy
62,818
+26,227
+72% +$1.31M 1.42% 13
2024
Q2
$1.83M Buy
+36,591
New +$1.83M 0.97% 17