Integrated Wealth Concepts’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
$21.7M Buy
218,687
+45,408
+26% +$4.51M 0.22% 104
2025
Q1
$17.2M Sell
173,279
-190,813
-52% -$19M 0.2% 111
2024
Q4
$36.1M Buy
364,092
+377
+0.1% +$37.4K 0.42% 44
2024
Q3
$36.2M Buy
363,715
+227,567
+167% +$22.7M 0.44% 43
2024
Q2
$13.5M Buy
136,148
+27,721
+26% +$2.75M 0.18% 122
2024
Q1
$10.8M Sell
108,427
-16,950
-14% -$1.69M 0.16% 153
2023
Q4
$12.4M Buy
125,377
+50,562
+68% +$5.01M 0.2% 118
2023
Q3
$7.44M Buy
74,815
+20,573
+38% +$2.05M 0.13% 171
2023
Q2
$5.39M Buy
54,242
+9,918
+22% +$986K 0.09% 219
2023
Q1
$4.42M Buy
44,324
+4,162
+10% +$415K 0.09% 217
2022
Q4
$3.99M Buy
+40,162
New +$3.99M 0.11% 187