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Root Financial Partners’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Root Financial Partners’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
2,699
-739
-21% -$67.8K 0.02% 211
2025
Q1 		$315K Buy
3,438
+1,187
+53% +$109K 0.03% 149
2024
Q4 		$206K Buy
+2,251
New +$206K 0.03% 203