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Heritage Wealth Management (Ohio)’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$492K Buy
5,365
+490
+10% +$44.9K 0.16% 139
2025
Q1 		$447K Buy
+4,875
New +$447K 0.15% 147