Great Valley Advisor Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$887K Buy
2025
Q2
$857K Sell
2025
Q1
$870K Buy
2024
Q4
$638K Buy
2024
Q3
$518K Buy
2024
Q2
$410K Buy
2024
Q1
$262K Buy
2023
Q4
$247K Sell
2023
Q3
$295K Buy
2023
Q2
Sell
2023
Q1
$286K Sell
2022
Q4
$2.41M Buy