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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.1M Sell
415,646
-52,842
-11% -$4.85M 6.93% 1
2025
Q1
$43M Buy
468,488
+16,927
+4% +$1.55M 8.34% 1
2024
Q4
$41.3M Buy
451,561
+53,080
+13% +$4.85M 7.69% 1
2024
Q3
$36.6M Buy
398,481
+56,444
+17% +$5.18M 6.76% 1
2024
Q2
$31.4M Sell
342,037
-59,036
-15% -$5.42M 6.23% 1
2024
Q1
$36.8M Sell
401,073
-558,201
-58% -$51.2M 6.78% 1
2023
Q4
$88.1M Hold
959,274
21.81% 1
2023
Q3
$88.1M Buy
959,274
+141,557
+17% +$13M 27% 1
2023
Q2
$75.1M Sell
817,717
-103,566
-11% -$9.51M 19.93% 1
2023
Q1
$84.6M Buy
+921,283
New +$84.6M 25.51% 1
2020
Q3
$26.6M Buy
+290,460
New +$26.6M 5.15% 5