Number of Shares
44,180.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-26,536.76
% of Total Estimate Gain
-0.07%

RETIREMENT CAPITAL STRATEGIES's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 44,180.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $4.40 Mil. This investment constitutes 1.72% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.11% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2022Q2. And since then RETIREMENT CAPITAL STRATEGIES has made 5 purchases of BILS, at an average price of $99.14, for a total of 391,321.00 shares. In addition, there have been 5 sales at an average price of $99.04 for 347,141.00 shares. Based on historical transaction data and BILS's current price of $99.31, RETIREMENT CAPITAL STRATEGIES's estimated gain on his BILS holdings is $-26,536.76, reflecting a -0.07% gain to date.

RETIREMENT CAPITAL STRATEGIES BILS ($99.31) Holding Chart

RETIREMENT CAPITAL STRATEGIES BILS ($99.31) 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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