Sax Wealth Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
5,946
-2,222
-27% -$204K 0.03% 243
2025
Q1
$749K Buy
+8,168
New +$749K 0.05% 171