AE Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
2,031
+33
| +2% | +$3.28K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $199K | Sell |
1,998
-33
| -2% | -$3.28K | ﹤0.01% | 1278 |
|
|
2024
Q4 | $201K | Buy |
+2,031
| New | +$201K | ﹤0.01% | 1272 |
|
|
2024
Q2 | – | Sell |
-2,091
| Closed | -$208K | – | 1238 |
|
|
2024
Q1 | $208K | Sell |
2,091
-1,443
| -41% | -$143K | ﹤0.01% | 1082 |
|
|
2023
Q4 | $352K | Sell |
3,534
-540
| -13% | -$53.7K | ﹤0.01% | 1623 |
|
|
2023
Q3 | $405K | Sell |
4,074
-38,685
| -90% | -$3.85M | ﹤0.01% | 1488 |
|
|
2023
Q2 | $4.25M | Buy |
42,759
+40,677
| +1,954% | +$4.05M | 0.03% | 590 |
|
|
2023
Q1 | $207K | Buy |
+2,082
| New | +$207K | ﹤0.01% | 1722 |
|