VA
Valmark Advisers’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Buy |
79,190
+6,287
| +9% | +$625K | 0.11% | 87 |
|
|
2025
Q1 | $7.25M | Buy |
72,903
+41,662
| +133% | +$4.14M | 0.11% | 87 |
|
|
2024
Q4 | $3.1M | Buy |
31,241
+18,438
| +144% | +$1.83M | 0.05% | 147 |
|
|
2024
Q3 | $1.27M | Buy |
12,803
+4,870
| +61% | +$485K | 0.02% | 261 |
|
|
2024
Q2 | $788K | Buy |
7,933
+498
| +7% | +$49.5K | 0.01% | 319 |
|
|
2024
Q1 | $739K | Buy |
7,435
+1,814
| +32% | +$180K | 0.01% | 315 |
|
|
2023
Q4 | $557K | Hold |
5,621
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $559K | Buy |
5,621
+103
| +2% | +$10.2K | 0.01% | 308 |
|
|
2023
Q2 | $549K | Buy |
5,518
+2,166
| +65% | +$215K | 0.01% | 314 |
|
|
2023
Q1 | $334K | Buy |
+3,352
| New | +$334K | 0.01% | 371 |
|