Waldron Private Wealth’s 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
2025
Q2
$6.27M Sell
2025
Q1
$7.23M Sell
2024
Q4
$8.41M Sell
2024
Q3
$15.6M Sell
2024
Q2
$16.8M Sell
2024
Q1
$18.2M Sell
2023
Q4
$19.7M Sell
2023
Q3
$22.1M Sell
2023
Q2
$22.5M Sell
2023
Q1
$23M Buy