SFSG
Sound Financial Strategies Group’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
11,930
+5,243
| +78% | +$521K | 1% | 17 |
|
|
2025
Q1 | $665K | Hold |
6,687
| – | – | 0.59% | 73 |
|
|
2024
Q4 | $663K | Sell |
6,687
-50
| -0.7% | -$4.96K | 0.55% | 62 |
|
|
2024
Q3 | $671K | Hold |
6,737
| – | – | 0.54% | 58 |
|
|
2024
Q2 | $669K | Sell |
6,737
-232
| -3% | -$23.1K | 0.58% | 51 |
|
|
2024
Q1 | $693K | Sell |
6,969
-250
| -3% | -$24.9K | 0.58% | 20 |
|
|
2023
Q4 | $716K | Sell |
7,219
-4,076
| -36% | -$404K | 0.6% | 11 |
|
|
2023
Q3 | $1.12M | Sell |
11,295
-18,141
| -62% | -$1.8M | 0.93% | 8 |
|
|
2023
Q2 | $2.93M | Buy |
29,436
+20,705
| +237% | +$2.06M | 2.14% | 4 |
|
|
2023
Q1 | $870K | Buy |
+8,731
| New | +$870K | 0.58% | 39 |
|