EP Wealth Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

EP Wealth Advisors’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 Q2	$3.48M	Sell
2025 Q1	$5.7M	Sell
2024 Q4	$6.03M	Sell
2024 Q3	$6.16M	Buy
2024 Q2	$5.4M	Sell
2024 Q1	$6.33M	Sell
2023 Q4	$8.95M	Sell
2023 Q3	$9M	Sell
2023 Q2	$8.6M	Sell
2023 Q1	$19.1M	Buy