Number of Shares
57,439.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
1.31%
Total Estimate Gain
$95,986.99
% of Total Estimate Gain
0.26%

Tempus Wealth Planning, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, Tempus Wealth Planning, LLC held 57,439.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $5.27 Mil. This investment constitutes 1.31% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2019Q4. And since then Tempus Wealth Planning, LLC has made 4 purchases of BIL, at an average price of $91.18, for a total of 405,429.00 shares. In addition, there have been 4 sales at an average price of $91.39 for 347,990.00 shares. Based on historical transaction data and BIL's current price of $91.60, Tempus Wealth Planning, LLC's estimated gain on his BIL holdings is $95,986.99, reflecting a 0.26% gain to date.

Tempus Wealth Planning, LLC BIL ($91.60) Holding Chart

Tempus Wealth Planning, LLC BIL ($91.60) 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 %

Top Ranked Articles

  • 1