Sound Financial Strategies Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $665K | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $665K | Hold |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $693K | Sell |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $870K | Buy |
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