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