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New Wave Wealth Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

New Wave Wealth Advisors’s Portfolio BILS Stock Details BILS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.17M Sell
21,786
-29,286
-57% -$2.91M 0.92% 31
2025
Q1 		$5.08M Buy
51,072
+37,462
+275% +$3.73M 2.28% 11
2024
Q4 		$1.35M Buy
+13,610
New +$1.35M 0.55% 41