Portside Wealth Group’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
$324K Sell
3,259
-68
-2% -$6.76K 0.05% 333
2025
Q1
$331K Sell
3,327
-91
-3% -$9.05K 0.05% 305
2024
Q4
$339K Sell
3,418
-530
-13% -$52.6K 0.06% 298
2024
Q3
$393K Sell
3,948
-116
-3% -$11.6K 0.07% 253
2024
Q2
$404K Buy
4,064
+804
+25% +$79.9K 0.08% 237
2024
Q1
$324K Sell
3,260
-548
-14% -$54.5K 0.06% 262
2023
Q4
$377K Sell
3,808
-936
-20% -$92.8K 0.07% 237
2023
Q3
$473K Buy
4,744
+1,458
+44% +$145K 0.09% 197
2023
Q2
$327K Buy
+3,286
New +$327K 0.06% 246