Balboa Wealth Partners Spdr Bloomberg 1 3 Month T Bil Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Balboa Wealth Partners holds 44,535 shares of BIL stock, worth $4.08 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

44,535

Previous 34,255 30.01%

Holding current value

$4.08 Million

Previous $3.14 Million 29.48%

% of portfolio

0.96%

Previous 0.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$91.29 - $91.8 $938,461 - $943,704	10,280 Added 30.01%	44,535 $4.07 Million
Q3 2024 Nov 06, 2024	BUY	$91.42 - $91.82 $2.39 Million - $2.4 Million	26,107 Added 320.41%	34,255 $3.14 Million
Q2 2024 Aug 13, 2024	BUY	$91.42 - $91.82 $30,808 - $30,943	337 Added 4.31%	8,148 $747,000
Q1 2024 May 13, 2024	BUY	$91.4 - $91.8 $202,908 - $203,796	2,220 Added 39.71%	7,811 $717,000
Q4 2023 Feb 09, 2024	SELL	$91.22 - $91.84 $518,403 - $521,926	-5,683 Reduced 50.41%	5,591 $510,000
Q3 2023 Oct 23, 2023	BUY	$91.43 - $91.86 $83,658 - $84,051	915 Added 8.83%	11,274 $1.04 Million
Q2 2023 Aug 08, 2023	SELL	$91.41 - $91.82 $230,261 - $231,294	-2,519 Reduced 19.56%	10,359 $951,000
Q1 2023 May 11, 2023	SELL	$91.4 - $91.84 $182,617 - $183,496	-1,998 Reduced 13.43%	12,878 $1.18 Million
Q4 2022 Feb 14, 2023	SELL	$91.33 - $91.67 $226,772 - $227,616	-2,483 Reduced 14.3%	14,876 $1.36 Million
Q3 2022 Jan 04, 2023	BUY	$91.38 - $91.6 $1.59 Million - $1.59 Million	17,359 New	17,359 $1.59 Million

Others Institutions Holding BIL

# of Institutions

1,202

Shares Held

236M

Call Options Held

3.3K

Put Options Held

105K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Balboa Wealth Partners Spdr Bloomberg 1 3 Month T Bil Transaction History