Number of Shares
196,402.00
Current Holdings Value*
$19.54 Mil
% of Portfolio
3.72%
Total Estimate Gain
$91,150.50
% of Total Estimate Gain
0.40%

Peak Asset Management, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-03-31, Peak Asset Management, LLC held 196,402.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $19.54 Mil. This investment constitutes 3.72% of their stock portfolio, and Peak Asset Management, LLC now holds 0.49% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2023Q1. And since then Peak Asset Management, LLC has made 8 purchases of BILS, at an average price of $98.65, for a total of 231,526.00 shares. In addition, there have been 1 sales at an average price of $98.09 for 35,124.00 shares. Based on historical transaction data and BILS's current price of $99.22, Peak Asset Management, LLC's estimated gain on his BILS holdings is $91,150.50, reflecting a 0.40% gain to date.

Peak Asset Management, LLC BILS ($99.22) Holding Chart

Peak Asset Management, LLC BILS ($99.22) 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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