Heritage Oak Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio BIL Stock Details BIL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$18.6M	Buy
2025 Q2	$10.2M	Buy
2025 Q1	$3.81M	Sell
2024 Q4	$16.7M	Buy
2024 Q3	–	Sell
2024 Q2	$9.1M	Buy