Number of Shares
26,384.00
Current Holdings Value*
$2.62 Mil
% of Portfolio
0.77%
Total Estimate Gain
$1,017.44
% of Total Estimate Gain
0.03%

Gradient Capital Advisors, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-06-30, Gradient Capital Advisors, LLC held 26,384.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $2.62 Mil. This investment constitutes 0.77% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.07% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2024Q2. And since then Gradient Capital Advisors, LLC has made 4 purchases of BILS, at an average price of $99.28, for a total of 29,717.00 shares. In addition, there have been 1 sales at an average price of $99.33 for 3,333.00 shares. Based on historical transaction data and BILS's current price of $99.31, Gradient Capital Advisors, LLC's estimated gain on his BILS holdings is $1,017.44, reflecting a 0.03% gain to date.

Gradient Capital Advisors, LLC BILS ($99.31) Holding Chart

Gradient Capital Advisors, LLC BILS ($99.31) 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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