IFP Advisors’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
$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% +$465K 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% +$417K 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% -$864K 0.15% 137
2022
Q4
$4.26M Buy
+42,599
New +$4.26M 0.11% 175