Keystone Financial Group (Kentucky)’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Buy	12,331 +2,135	+21%	+$212K	0.08%	174
2025 Q4	$1.01M	Buy	10,196 +515	+5%	+$51.1K	0.07%	174
2025 Q3	$963K	Buy	9,681 +375	+4%	+$37.2K	0.07%	164
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	+$1.07M	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	+$598K	0.1%	135
2022 Q4	$698K	Buy	+7,026	New	+$698K	0.14%	118