Icon 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	–	Sell	-4,213	Closed	-$386K	–	514
2025 Q1	$386K	Buy	4,213 +1,597	+61%	+$146K	0.03%	253
2024 Q4	$239K	Buy	+2,616	New	+$239K	0.02%	342
2024 Q3	–	Sell	-3,457	Closed	-$317K	–	480
2024 Q2	$317K	Buy	+3,457	New	+$317K	0.03%	273