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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8M Buy
2025
Q1
$361K Sell
2024
Q4
$2.81M Sell
2024
Q3
$6.3M Buy
2024
Q2
$4.79M Sell
2024
Q1
$47.5M Buy
2023
Q4
$19M Buy