Kestra Private Wealth Services’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
$1.96M Buy
19,744
+4,461
+29% +$444K 0.03% 505
2025
Q1
$1.52M Buy
15,283
+2,003
+15% +$199K 0.03% 537
2024
Q4
$1.32M Sell
13,280
-528
-4% -$52.4K 0.02% 554
2024
Q3
$1.38M Sell
13,808
-2,174
-14% -$216K 0.03% 521
2024
Q2
$1.59M Buy
15,982
+1,396
+10% +$139K 0.03% 449
2024
Q1
$1.45M Buy
14,586
+2,851
+24% +$283K 0.03% 460
2023
Q4
$1.16M Buy
11,735
+950
+9% +$94.2K 0.03% 487
2023
Q3
$1.07M Buy
10,785
+275
+3% +$27.3K 0.03% 444
2023
Q2
$1.05M Buy
10,510
+7,185
+216% +$715K 0.04% 419
2023
Q1
$331K Buy
+3,325
New +$331K 0.01% 750