Horizon Family Wealth’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 | $12.1M | Buy |
121,631
+4,945
| +4% | +$492K | 7.38% | 4 |
|
|
2025
Q1 | $11.6M | Buy |
116,686
+24,206
| +26% | +$2.41M | 7.74% | 4 |
|
|
2024
Q4 | $9.17M | Buy |
92,480
+8,846
| +11% | +$877K | 6.09% | 5 |
|
|
2024
Q3 | $8.33M | Buy |
83,634
+21,585
| +35% | +$2.15M | 5.94% | 5 |
|
|
2024
Q2 | $6.17M | Buy |
62,049
+26,671
| +75% | +$2.65M | 4.7% | 5 |
|
|
2024
Q1 | $3.52M | Buy |
35,378
+24,034
| +212% | +$2.39M | 2.71% | 10 |
|
|
2023
Q4 | $1.12M | Buy |
11,344
+146
| +1% | +$14.5K | 0.95% | 21 |
|
|
2023
Q3 | $1.11M | Buy |
+11,198
| New | +$1.11M | 1.08% | 20 |
|