Wooster Corthell 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 | $7.3M | Buy |
73,464
+37,867
| +106% | +$3.77M | 1.35% | 19 |
|
2025
Q1 | $3.54M | Buy |
35,597
+14,334
| +67% | +$1.43M | 0.72% | 23 |
|
2024
Q4 | $2.11M | Buy |
21,263
+1,033
| +5% | +$102K | 0.46% | 26 |
|
2024
Q3 | $2.01M | Buy |
20,230
+4,934
| +32% | +$491K | 0.43% | 28 |
|
2024
Q2 | $1.52M | Buy |
15,296
+4,661
| +44% | +$463K | 0.34% | 26 |
|
2024
Q1 | $1.06M | Buy |
10,635
+8,009
| +305% | +$796K | 0.24% | 38 |
|
2023
Q4 | $260K | Buy |
+2,626
| New | +$260K | 0.06% | 48 |
|