Number of Shares
268,297.00
Current Holdings Value*
$24.61 Mil
% of Portfolio
18.93%
Total Estimate Gain
$456,855.51
% of Total Estimate Gain
0.70%

Dean, Jacobson Financial Services, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Dean, Jacobson Financial Services, LLC held 268,297.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $24.61 Mil. This investment constitutes 18.93% of their stock portfolio, and Dean, Jacobson Financial Services, LLC now holds 0.05% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q1. And since then Dean, Jacobson Financial Services, LLC has made 2 purchases of BIL, at an average price of $90.98, for a total of 720,773.00 shares. In addition, there have been 3 sales at an average price of $91.60 for 452,476.00 shares. Based on historical transaction data and BIL's current price of $91.64, Dean, Jacobson Financial Services, LLC's estimated gain on his BIL holdings is $456,855.51, reflecting a 0.70% gain to date.

Dean, Jacobson Financial Services, LLC BIL ($91.64) Holding Chart

Dean, Jacobson Financial Services, 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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