EverSource Wealth Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27.2M Buy
2025
Q1
$26.6M Sell
2024
Q4
$28.7M Buy
2024
Q3
$25.7M Buy
2024
Q2
$25M Sell
2024
Q1
$30.8M Buy
2023
Q4
$21M Buy
2023
Q3
$14.8M Buy
2023
Q2
$13M Sell
2023
Q1
$14.5M Buy
2022
Q4
$716K Buy
2022
Q2
Sell
2022
Q1
$694K Sell
2021
Q4
$771K Buy