Avior 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
$703K Sell
7,072
-156
-2% -$15.5K 0.02% 360
2025
Q1
$719K Buy
7,228
+867
+14% +$86.3K 0.03% 325
2024
Q4
$631K Sell
6,361
-230
-3% -$22.8K 0.02% 388
2024
Q3
$656K Buy
6,591
+511
+8% +$50.9K 0.03% 389
2024
Q2
$604K Buy
6,080
+897
+17% +$89.1K 0.03% 387
2024
Q1
$515K Buy
+5,183
New +$515K 0.02% 442