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Shepherd Financial Partners’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Shepherd Financial Partners’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,675
Closed -$465K – 213
2023
Q3 		$465K Hold
4,675
– – 0.07% 134
2023
Q2 		$465K Hold
4,675
– – 0.07% 136
2023
Q1 		$466K Buy
+4,675
New +$466K 0.08% 132