Forvis Mazars Wealth 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
$582K Hold
6,346
0.01% 259
2025
Q1
$582K Buy
+6,346
New +$582K 0.01% 262
2023
Q1
Sell
-14,282
Closed -$1.31M 409
2022
Q4
$1.31M Sell
14,282
-4,706
-25% -$430K 0.05% 178
2022
Q3
$1.74M Buy
+18,988
New +$1.74M 0.07% 149