Number of Shares
87,702.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
5.85%
Total Estimate Gain
$4,460.68
% of Total Estimate Gain
0.06%

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

As of 2025-06-30, Capstone Wealth Management Group LLC held 87,702.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $8.04 Mil. This investment constitutes 5.85% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2024Q4. And since then Capstone Wealth Management Group LLC has made 2 purchases of BIL, at an average price of $91.59, for a total of 87,702.00 shares. Based on historical transaction data and BIL's current price of $91.64, Capstone Wealth Management Group LLC's estimated gain on his BIL holdings is $4,460.68, reflecting a 0.06% gain to date.

Capstone Wealth Management Group LLC BIL ($91.64) Holding Chart

Capstone Wealth Management Group 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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