Lord & Richards Wealth Management’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	$235K	Sell	2,557 -11,721	-82%	-$1.08M	0.25%	53
2025 Q1	$1.31M	Buy	14,278 +1,678	+13%	+$154K	1.48%	17
2024 Q4	$1.15M	Buy	+12,600	New	+$1.15M	2.43%	8