Barnes Wealth Management Group’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
$1.3M Buy
13,121
+302
+2% +$30K 0.77% 38
2025
Q1
$1.28M Sell
12,819
-1,914
-13% -$190K 0.82% 36
2024
Q4
$1.46M Buy
+14,733
New +$1.46M 0.98% 28