LifeGoal Wealth Advisors’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
$298K Sell
3,251
-2,676
-45% -$245K 0.28% 49
2025
Q1
$544K Sell
5,927
-2,795
-32% -$256K 0.59% 35
2024
Q4
$797K Buy
+8,722
New +$797K 0.87% 31