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