Modern Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$438K	Sell	4,405 -666	-13%	-$66.2K	0.01%	499
2025 Q1	$504K	Buy	5,071 +1,632	+47%	+$162K	0.02%	418
2024 Q4	$341K	Buy	3,439 +9	+0.3%	+$892	0.01%	426
2024 Q3	$342K	Buy	+3,430	New	+$342K	0.02%	319