Premier Path Wealth Partners’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
$233K Sell
2,339
-675
-22% -$67.1K 0.03% 359
2025
Q1
$300K Buy
3,014
+694
+30% +$69K 0.05% 303
2024
Q4
$230K Buy
2,320
+25
+1% +$2.48K 0.04% 344
2024
Q3
$229K Buy
2,295
+35
+2% +$3.49K 0.04% 337
2024
Q2
$225K Buy
+2,260
New +$225K 0.04% 340