Forza Wealth Management’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
$5.95M Sell
64,883
-1,290
-2% -$118K 2.44% 5
2025
Q1
$6.07M Sell
66,173
-27,251
-29% -$2.5M 2.73% 5
2024
Q4
$8.54M Buy
93,424
+62,983
+207% +$5.76M 3.89% 2
2024
Q3
$2.79M Buy
30,441
+21,875
+255% +$2.01M 1.28% 23
2024
Q2
$786K Buy
+8,566
New +$786K 0.41% 67