Capstone Wealth Management Group (Oregon)’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
$4.4M Buy
44,286
+4,293
+11% +$427K 3.2% 8
2025
Q1
$3.98M Buy
39,993
+4,797
+14% +$477K 3.18% 8
2024
Q4
$3.49M Buy
+35,196
New +$3.49M 2.65% 10