Baker Tilly 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
2024 Q1	–	Sell	-6,864	Closed	-$680K	–	419
2023 Q4	$680K	Buy	6,864 +377	+6%	+$37.4K	0.11%	206
2023 Q3	$645K	Buy	6,487 +2,815	+77%	+$280K	0.11%	197
2023 Q2	$365K	Buy	+3,672	New	+$365K	0.04%	417