Birchcreek Wealth Management, LLC BILS Holdings History
Birchcreek Wealth Management, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary
As of 2025-03-31, Birchcreek Wealth Management, LLC held 119,508.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $11.89 Mil. This investment constitutes 7.5% of their stock portfolio, and Birchcreek Wealth Management, LLC now holds 0.3% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.
The initial trade took place in 2024Q1. And since then Birchcreek Wealth Management, LLC has made 4 purchases of BILS, at an average price of $99.29, for a total of 121,906.00 shares. In addition, there have been 1 sales at an average price of $99.19 for 2,398.00 shares. Based on historical transaction data and BILS's current price of $99.34, Birchcreek Wealth Management, LLC's estimated gain on his BILS holdings is $5,907.61, reflecting a 0.05% gain to date.
Birchcreek Wealth Management, LLC BILS ($99.34) Holding Chart
Birchcreek Wealth Management, LLC BILS ($99.34) 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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