FGA
Fortis Group 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 | $12.3M | Buy |
123,761
+33,013
| +36% | +$3.28M | 2.23% | 7 |
|
|
2025
Q1 | $9.03M | Sell |
90,748
-24,878
| -22% | -$2.48M | 1.75% | 9 |
|
|
2024
Q4 | $11.5M | Sell |
115,626
-48,573
| -30% | -$4.82M | 2.13% | 6 |
|
|
2024
Q3 | $16.4M | Sell |
164,199
-17,222
| -9% | -$1.71M | 3.02% | 4 |
|
|
2024
Q2 | $18M | Sell |
181,421
-92,841
| -34% | -$9.23M | 3.58% | 3 |
|
|
2024
Q1 | $27.3M | Sell |
274,262
-329,914
| -55% | -$32.8M | 5.02% | 2 |
|
|
2023
Q4 | $60.2M | Buy |
+604,176
| New | +$60.2M | 14.9% | 2 |
|