Number of Shares
42,362.00
Current Holdings Value*
$3.88 Mil
% of Portfolio
2.93%
Total Estimate Gain
$-4,927.24
% of Total Estimate Gain
-0.02%

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

As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 42,362.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $3.88 Mil. This investment constitutes 2.93% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2020Q1. And since then MOULTON WEALTH MANAGEMENT, INC has made 8 purchases of BIL, at an average price of $91.59, for a total of 262,006.00 shares. In addition, there have been 4 sales at an average price of $91.59 for 219,644.00 shares. Based on historical transaction data and BIL's current price of $91.51, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his BIL holdings is $-4,927.24, reflecting a -0.02% gain to date.

MOULTON WEALTH MANAGEMENT, INC BIL ($91.51) Holding Chart

MOULTON WEALTH MANAGEMENT, INC BIL ($91.51) 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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