Total Clarity Wealth Management’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
2026
Q1
$9.62M Buy
96,743
+32,214
+50% +$3.2M 2.26% 2
2025
Q4
$6.4M Buy
64,529
+18,091
+39% +$1.8M 1.55% 10
2025
Q3
$4.62M Buy
46,438
+11,255
+32% +$1.12M 1.23% 19
2025
Q2
$3.5M Sell
35,183
-30,290
-46% -$3.01M 1% 29
2025
Q1
$6.49M Hold
65,473
2.12% 5
2024
Q4
$6.49M Sell
65,473
-33,228
-34% -$3.3M 2.11% 5
2024
Q3
$9.83M Buy
98,701
+49,918
+102% +$4.96M 3.16% 3
2024
Q2
$4.85M Buy
48,783
+36,917
+311% +$3.66M 1.68% 9
2024
Q1
$1.18M Sell
11,866
-8,774
-43% -$871K 0.41% 70
2023
Q4
$2.05M Sell
20,640
-2,149
-9% -$213K 0.84% 29
2023
Q3
$2.27M Buy
22,789
+2,124
+10% +$211K 1.09% 18
2023
Q2
$2.06M Buy
+20,665
New +$2.05M 1.02% 18

Other funds holding BILS