Number of Shares
5,883.00
Current Holdings Value*
$539,650.00
% of Portfolio
0.21%
Total Estimate Gain
$-909.55
% of Total Estimate Gain
-0.04%

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

As of 2025-06-30, Discipline Wealth Solutions, LLC held 5,883.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $539,650.00. This investment constitutes 0.21% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2024Q3. And since then Discipline Wealth Solutions, LLC has made 3 purchases of BIL, at an average price of $91.62, for a total of 25,383.00 shares. In addition, there have been 1 sales at an average price of $91.58 for 19,500.00 shares. Based on historical transaction data and BIL's current price of $91.58, Discipline Wealth Solutions, LLC's estimated gain on his BIL holdings is $-909.55, reflecting a -0.04% gain to date.

Discipline Wealth Solutions, LLC BIL ($91.58) Holding Chart

Discipline Wealth Solutions, LLC BIL ($91.58) 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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