IFP Advisors’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	$437K	Sell	4,393 -893	-17%	-$88.7K	0.01%	1024
2025 Q4	$524K	Sell	5,286 -13,956	-73%	-$1.39M	0.01%	909
2025 Q3	$1.91M	Buy	19,242 +2,495	+15%	+$248K	0.05%	394
2025 Q2	$1.67M	Sell	16,747 -1,462	-8%	-$145K	0.05%	401
2025 Q1	$1.81M	Sell	18,209 -12,396	-41%	-$1.23M	0.06%	376
2024 Q4	$3.03M	Sell	30,605 -15,031	-33%	-$1.49M	0.1%	232
2024 Q3	$4.54M	Sell	45,636 -10,666	-19%	-$1.06M	0.16%	136
2024 Q2	$5.59M	Buy	56,302 +4,676	+9%	+$464K	0.22%	99
2024 Q1	$5.13M	Buy	51,626 +17,083	+49%	+$1.7M	0.23%	97
2023 Q4	$3.42M	Buy	34,543 +4,212	+14%	+$418K	0.16%	135
2023 Q3	$3.02M	Sell	30,331 -15	-0%	-$1.49K	0.14%	149
2023 Q2	$3.02M	Sell	30,346 -3,622	-11%	-$360K	0.13%	171
2023 Q1	$3.4M	Sell	33,968 -8,631	-20%	-$858K	0.15%	137
2022 Q4	$4.26M	Buy	+42,599	New	+$4.23M	0.11%	175