Number of Shares
101,650.00
Current Holdings Value*
$9.32 Mil
% of Portfolio
1.11%
Total Estimate Gain
$56,828.18
% of Total Estimate Gain
0.45%

Graves Light Lenhart Wealth, Inc.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 101,650.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $9.32 Mil. This investment constitutes 1.11% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q2. And since then Graves Light Lenhart Wealth, Inc. has made 5 purchases of BIL, at an average price of $91.24, for a total of 137,946.00 shares. In addition, there have been 4 sales at an average price of $91.59 for 36,296.00 shares. Based on historical transaction data and BIL's current price of $91.68, Graves Light Lenhart Wealth, Inc.'s estimated gain on his BIL holdings is $56,828.18, reflecting a 0.45% gain to date.

Graves Light Lenhart Wealth, Inc. BIL ($91.68) Holding Chart

Graves Light Lenhart Wealth, Inc. BIL ($91.68) 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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