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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11M Buy
111,071
+7,761
+8% +$772K 6.17% 3
2025
Q1
$10.3M Buy
103,310
+5,314
+5% +$529K 6.19% 3
2024
Q4
$9.72M Buy
+97,996
New +$9.72M 6.18% 3