Vertex Planning Partners’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 | $1.13M | Buy |
11,401
+9,090
| +393% | +$904K | 0.24% | 62 |
|
|
2025
Q1 | $230K | Sell |
2,311
-263
| -10% | -$26.2K | 0.05% | 170 |
|
|
2024
Q4 | $255K | Sell |
2,574
-554
| -18% | -$54.9K | 0.06% | 159 |
|
|
2024
Q3 | $311K | Sell |
3,128
-805
| -20% | -$80.2K | 0.07% | 124 |
|
|
2024
Q2 | $391K | Sell |
3,933
-764
| -16% | -$75.9K | 0.1% | 104 |
|
|
2024
Q1 | $467K | Sell |
4,697
-756
| -14% | -$75.2K | 0.13% | 92 |
|
|
2023
Q4 | $541K | Buy |
5,453
+23
| +0.4% | +$2.28K | 0.16% | 76 |
|
|
2023
Q3 | $540K | Buy |
5,430
+358
| +7% | +$35.6K | 0.19% | 66 |
|
|
2023
Q2 | $504K | Buy |
5,072
+1,134
| +29% | +$113K | 0.17% | 70 |
|
|
2023
Q1 | $392K | Buy |
+3,938
| New | +$392K | 0.15% | 73 |
|