Kovitz Investment Group Partners’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.9M Sell
325,464
-18,077
-5% -$1.66M 0.13% 144
2025
Q1
$31.5M Buy
343,541
+49,523
+17% +$4.54M 0.16% 126
2024
Q4
$26.9M Sell
294,018
-17,622
-6% -$1.61M 0.13% 141
2024
Q3
$28.6M Buy
311,640
+63,218
+25% +$5.8M 0.2% 94
2024
Q2
$22.8M Buy
248,422
+48,160
+24% +$4.42M 0.19% 90
2024
Q1
$18.4M Buy
+200,262
New +$18.4M 0.23% 62