EFS
Essex Financial Services’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 | $2.01M | Buy |
20,229
+1,200
| +6% | +$119K | 0.13% | 153 |
|
|
2025
Q1 | $1.89M | Buy |
19,029
+3,725
| +24% | +$371K | 0.14% | 148 |
|
|
2024
Q4 | $1.52M | Sell |
15,304
-698
| -4% | -$69.2K | 0.11% | 170 |
|
|
2024
Q3 | $1.59M | Buy |
16,002
+1,455
| +10% | +$145K | 0.11% | 168 |
|
|
2024
Q2 | $1.44M | Buy |
+14,547
| New | +$1.44M | 0.11% | 179 |
|