Kovitz Investment Group Partners’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	$17.2M	Buy	172,723 +20,558	+14%	+$2.04M	0.07%	220
2025 Q1	$15.1M	Sell	152,165 -35,245	-19%	-$3.51M	0.08%	208
2024 Q4	$18.6M	Sell	187,410 -14,199	-7%	-$1.41M	0.09%	184
2024 Q3	$20.1M	Buy	+201,609	New	+$20.1M	0.14%	132