Cerity Partners
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Cerity Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Cerity Partners’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$16.5M Sell
2025
Q2 		$17.3M Buy
2025
Q1 		$6.44M Buy
2024
Q4 		$5.88M Sell
2024
Q3 		$6.9M Buy
2024
Q2 		$6.48M Sell
2024
Q1 		$11M Sell
2023
Q4 		$11.3M Sell
2023
Q3 		$80.1M Buy
2023
Q2 		$7.78M Buy