Sound Financial Strategies Group’s 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
Q2
$1.19M Buy
2025
Q1
$665K Hold
2024
Q4
$663K Sell
2024
Q3
$671K Hold
2024
Q2
$669K Sell
2024
Q1
$693K Sell
2023
Q4
$716K Sell
2023
Q3
$1.12M Sell
2023
Q2
$2.93M Buy
2023
Q1
$870K Buy