Number of Shares
28,166.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
0.39%
Total Estimate Gain
$-6,386.54
% of Total Estimate Gain
-0.02%

Accurate Wealth Management, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, Accurate Wealth Management, LLC held 28,166.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $2.58 Mil. This investment constitutes 0.39% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2022Q1. And since then Accurate Wealth Management, LLC has made 8 purchases of BIL, at an average price of $91.43, for a total of 356,626.00 shares. In addition, there have been 6 sales at an average price of $91.39 for 328,460.00 shares. Based on historical transaction data and BIL's current price of $91.64, Accurate Wealth Management, LLC's estimated gain on his BIL holdings is $-6,386.54, reflecting a -0.02% gain to date.

Accurate Wealth Management, LLC BIL ($91.64) Holding Chart

Accurate Wealth Management, LLC BIL ($91.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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