Mark Sheptoff Financial Planning’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BILS Stock Details BILS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$97.2K	Sell
2025 Q4	$117K	Hold
2025 Q3	$117K	Buy
2025 Q2	$79.5K	Buy