Perigon 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
Sell
-4,174
Closed -$415K 1061
2025
Q1
$415K Buy
4,174
+29
+0.7% +$2.89K 0.01% 694
2024
Q4
$412K Buy
4,145
+63
+2% +$6.26K 0.01% 697
2024
Q3
$406K Buy
4,082
+53
+1% +$5.28K 0.01% 678
2024
Q2
$400K Buy
+4,029
New +$400K 0.01% 593