Journey Strategic Wealth’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
$219K Sell
2,200
-20
-0.9% -$1.99K 0.01% 580
2025
Q1
$221K Sell
2,220
-2,502
-53% -$249K 0.01% 441
2024
Q4
$468K Sell
4,722
-4,574
-49% -$454K 0.02% 231
2024
Q3
$926K Buy
9,296
+129
+1% +$12.8K 0.03% 135
2024
Q2
$911K Sell
9,167
-53
-0.6% -$5.27K 0.04% 100
2024
Q1
$917K Buy
+9,220
New +$917K 0.04% 82