Great Valley Advisor Group’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $857K | Sell |
8,622
-121
| -1% | -$12K | 0.02% | 482 |
|
2025
Q1 | $870K | Buy |
8,743
+2,313
| +36% | +$230K | 0.02% | 477 |
|
2024
Q4 | $638K | Buy |
6,430
+1,234
| +24% | +$122K | 0.01% | 528 |
|
2024
Q3 | $518K | Buy |
5,196
+1,071
| +26% | +$107K | 0.01% | 558 |
|
2024
Q2 | $410K | Buy |
4,125
+1,486
| +56% | +$148K | 0.01% | 576 |
|
2024
Q1 | $262K | Buy |
2,639
+144
| +6% | +$14.3K | 0.01% | 636 |
|
2023
Q4 | $247K | Sell |
2,495
-467
| -16% | -$46.3K | 0.01% | 622 |
|
2023
Q3 | $295K | Buy |
+2,962
| New | +$295K | 0.01% | 549 |
|
2023
Q2 | – | Sell |
-2,871
| Closed | -$286K | – | 705 |
|
2023
Q1 | $286K | Sell |
2,871
-21,390
| -88% | -$2.13M | 0.01% | 555 |
|
2022
Q4 | $2.41M | Buy |
+24,261
| New | +$2.41M | 0.12% | 186 |
|