EP Wealth Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
35,020
-22,275
| -39% | -$2.21M | 0.02% | 312 |
|
|
2025
Q1 | $5.7M | Sell |
57,295
-3,564
| -6% | -$355K | 0.05% | 207 |
|
|
2024
Q4 | $6.03M | Sell |
60,859
-977
| -2% | -$96.9K | 0.05% | 195 |
|
|
2024
Q3 | $6.16M | Buy |
61,836
+7,468
| +14% | +$744K | 0.05% | 199 |
|
|
2024
Q2 | $5.4M | Sell |
54,368
-9,276
| -15% | -$922K | 0.06% | 175 |
|
|
2024
Q1 | $6.33M | Sell |
63,644
-26,634
| -30% | -$2.65M | 0.07% | 150 |
|
|
2023
Q4 | $8.95M | Sell |
90,278
-208
| -0.2% | -$20.6K | 0.11% | 114 |
|
|
2023
Q3 | $9M | Sell |
90,486
-12,264
| -12% | -$1.22M | 0.14% | 105 |
|
|
2023
Q2 | $8.6M | Sell |
102,750
-105,236
| -51% | -$8.81M | 0.12% | 112 |
|
|
2023
Q1 | $19.1M | Buy |
+207,986
| New | +$19.1M | 0.33% | 64 |
|