Worth Financial Advisory Group’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,600
Closed -$330K 150
2025
Q1
$330K Sell
3,600
-2,013
-36% -$185K 0.21% 108
2024
Q4
$513K Buy
5,613
+201
+4% +$18.4K 0.32% 78
2024
Q3
$497K Buy
5,412
+60
+1% +$5.51K 0.29% 82
2024
Q2
$491K Buy
5,352
+1,155
+28% +$106K 0.32% 78
2024
Q1
$385K Buy
4,197
+1,691
+67% +$155K 0.27% 92
2023
Q4
$229K Buy
2,506
+265
+12% +$24.2K 0.18% 117
2023
Q3
$206K Buy
+2,241
New +$206K 0.19% 118