Iams Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Buy	19,258 +549	+3%	+$54.5K	0.67%	49
2025 Q4	$1.86M	Sell	18,709 -17,517	-48%	-$1.74M	0.67%	52
2025 Q3	$3.61M	Buy	36,226 +5,388	+17%	+$535K	1.45%	11
2025 Q2	$3.07M	Buy	30,838 +299	+1%	+$29.7K	1.41%	12
2025 Q1	$3.04M	Sell	30,539 -2,369	-7%	-$235K	1.39%	12
2024 Q4	$3.26M	Sell	32,908 -61,863	-65%	-$6.14M	1.5%	13
2024 Q3	$9.44M	Sell	94,771 -9,242	-9%	-$918K	4.63%	3
2024 Q2	$10.3M	Sell	104,013 -55,929	-35%	-$5.55M	5.66%	3
2024 Q1	$15.9M	Buy	159,942 +32,723	+26%	+$3.25M	9.72%	1
2023 Q4	$12.6M	Buy	127,219 +80,774	+174%	+$8.01M	8.15%	1
2023 Q3	$4.62M	Buy	+46,445	New	+$4.61M	3.2%	4
2023 Q2	–	Hold	0	–	–	–	139