Modera 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
$2.31M Sell
25,150
-484
-2% -$44.4K 0.03% 242
2025
Q1
$2.35M Sell
25,634
-752
-3% -$69K 0.03% 230
2024
Q4
$2.41M Buy
26,386
+23,542
+828% +$2.15M 0.03% 231
2024
Q3
$261K Buy
2,844
+45
+2% +$4.13K ﹤0.01% 513
2024
Q2
$257K Sell
2,799
-124
-4% -$11.4K ﹤0.01% 499
2024
Q1
$268K Buy
+2,923
New +$268K ﹤0.01% 500