Cerity Partners’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
$17.3M Buy
174,125
+109,428
+169% +$10.9M 0.03% 387
2025
Q1
$6.44M Buy
64,697
+5,370
+9% +$534K 0.01% 628
2024
Q4
$5.88M Sell
59,327
-9,931
-14% -$985K 0.01% 650
2024
Q3
$6.9M Buy
69,258
+4,047
+6% +$403K 0.02% 603
2024
Q2
$6.48M Sell
65,211
-45,028
-41% -$4.47M 0.02% 528
2024
Q1
$11M Sell
110,239
-3,986
-3% -$396K 0.03% 434
2023
Q4
$11.3M Sell
114,225
-691,336
-86% -$68.5M 0.04% 345
2023
Q3
$80.1M Buy
805,561
+727,326
+930% +$72.3M 0.39% 61
2023
Q2
$7.78M Buy
+78,235
New +$7.78M 0.03% 398