Number of Shares
75,769.00
Current Holdings Value*
$6.95 Mil
% of Portfolio
3.19%
Total Estimate Gain
$9,298.14
% of Total Estimate Gain
0.04%

IAMS WEALTH MANAGEMENT, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 75,769.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $6.95 Mil. This investment constitutes 3.19% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 4 purchases of BIL, at an average price of $91.59, for a total of 228,351.00 shares. In addition, there have been 6 sales at an average price of $91.60 for 152,582.00 shares. Based on historical transaction data and BIL's current price of $91.67, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his BIL holdings is $9,298.14, reflecting a 0.04% gain to date.

IAMS WEALTH MANAGEMENT, LLC BIL ($91.67) Holding Chart

IAMS WEALTH MANAGEMENT, LLC BIL ($91.67) 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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