Number of Shares
7,223.00
Current Holdings Value*
$662,570.00
% of Portfolio
0.98%
Total Estimate Gain
$433.38
% of Total Estimate Gain
0.07%

Navigation Wealth Management, Inc.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, Navigation Wealth Management, Inc. held 7,223.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $662,570.00. This investment constitutes 0.98% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2025Q2. And since then Navigation Wealth Management, Inc. has made 1 purchases of BIL, at an average price of $91.58, for a total of 7,223.00 shares. Based on historical transaction data and BIL's current price of $91.64, Navigation Wealth Management, Inc.'s estimated gain on his BIL holdings is $433.38, reflecting a 0.07% gain to date.

Navigation Wealth Management, Inc. BIL ($91.64) Holding Chart

Navigation Wealth Management, Inc. BIL ($91.64) 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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