Heritage Oak 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	$10.2M	Buy	110,684 +69,152	+167%	+$6.34M	3.92%	6
2025 Q1	$3.81M	Sell	41,532 -140,944	-77%	-$12.9M	1.67%	11
2024 Q4	$16.7M	Buy	+182,476	New	+$16.7M	7.84%	3
2024 Q3	–	Sell	-99,181	Closed	-$9.1M	–	154
2024 Q2	$9.1M	Buy	+99,181	New	+$9.1M	4.6%	4