Mark Sheptoff Financial Planning’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	–	Sell	-98	Closed	-$8.99K	–	515
2025 Q1	$8.99K	Sell	98 -220	-69%	-$20.2K	0.01%	331
2024 Q4	$29.1K	Sell	318 -341	-52%	-$31.2K	0.02%	222
2024 Q3	$60.5K	Buy	659 +200	+44%	+$18.4K	0.03%	159
2024 Q2	$42.1K	Buy	+459	New	+$42.1K	0.02%	189