Ridgeline Wealth Planning’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
$281K Sell
2,829
-59
-2% -$5.87K 0.23% 35
2025
Q1
$287K Sell
2,888
-116
-4% -$11.5K 0.28% 32
2024
Q4
$298K Buy
+3,004
New +$298K 0.29% 29