Keystone Financial Group (Kentucky)’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 | $925K | Hold |
9,306
| – | – | 0.08% | 160 |
|
2025
Q1 | $926K | Sell |
9,306
-2,000
| -18% | -$199K | 0.09% | 153 |
|
2024
Q4 | $1.12M | Buy |
11,306
+500
| +5% | +$49.6K | 0.11% | 126 |
|
2024
Q3 | $1.08M | Buy |
+10,806
| New | +$1.08M | 0.14% | 119 |
|
2024
Q2 | – | Sell |
-7,976
| Closed | -$793K | – | 176 |
|
2024
Q1 | $793K | Buy |
7,976
+1,950
| +32% | +$194K | 0.12% | 131 |
|
2023
Q4 | $597K | Hold |
6,026
| – | – | 0.1% | 133 |
|
2023
Q3 | $599K | Hold |
6,026
| – | – | 0.1% | 136 |
|
2023
Q2 | $599K | Buy |
+6,026
| New | +$599K | 0.1% | 135 |
|
2022
Q4 | $698K | Buy |
+7,026
| New | +$698K | 0.14% | 118 |
|