Kovitz Investment Group Partners’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
2025
Q3
$51.1M Buy
2025
Q2
$17.2M Buy
2025
Q1
$15.1M Sell
2024
Q4
$18.6M Sell
2024
Q3
$20.1M Buy