Legacy Wealth Management (Idaho)’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	$7.69M	Sell	83,849 -31,897	-28%	-$2.93M	4%	4
2025 Q1	$10.6M	Buy	115,746 +3,987	+4%	+$366K	7.5%	2
2024 Q4	$10.2M	Sell	111,759 -19,957	-15%	-$1.83M	6.54%	4
2024 Q3	$12.1M	Buy	+131,716	New	+$12.1M	7.04%	3