Stonebridge Financial Planning Group’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
4,707
| – | – | 0.2% | 115 |
|
|
2025
Q1 | $468K | Sell |
4,707
-885
| -16% | -$88K | 0.21% | 113 |
|
|
2024
Q4 | $554K | Sell |
5,592
-1,208
| -18% | -$120K | 0.25% | 102 |
|
|
2024
Q3 | $677K | Sell |
6,800
-1,222
| -15% | -$122K | 0.32% | 87 |
|
|
2024
Q2 | $797K | Buy |
8,022
+407
| +5% | +$40.4K | 0.4% | 67 |
|
|
2024
Q1 | $757K | Buy |
7,615
+113
| +2% | +$11.2K | 0.4% | 75 |
|
|
2023
Q4 | $744K | Buy |
7,502
+2,102
| +39% | +$208K | 0.43% | 63 |
|
|
2023
Q3 | $537K | Buy |
+5,400
| New | +$537K | 0.34% | 72 |
|