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TCFG Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

TCFG Wealth Management’s Portfolio BILS Stock Details BILS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$894K Sell
8,995
-730
-8% -$72.6K 0.41% 68
2025
Q1 		$968K Sell
9,725
-55
-0.6% -$5.47K 0.49% 56
2024
Q4 		$970K Buy
9,780
+5,360
+121% +$531K 0.49% 55
2024
Q3 		$440K Buy
+4,420
New +$440K 0.22% 108