WBH Advisory’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
$404K Buy
4,063
+235
+6% +$23.4K 0.03% 252
2025
Q1
$381K Sell
3,828
-1,879
-33% -$187K 0.04% 242
2024
Q4
$566K Sell
5,707
-2,110
-27% -$209K 0.05% 203
2024
Q3
$778K Sell
7,817
-466
-6% -$46.4K 0.07% 173
2024
Q2
$823K Buy
8,283
+749
+10% +$74.4K 0.08% 164
2024
Q1
$749K Sell
7,534
-972
-11% -$96.6K 0.08% 179
2023
Q4
$843K Sell
8,506
-1,194
-12% -$118K 0.09% 161
2023
Q3
$964K Sell
9,700
-1,100
-10% -$109K 0.12% 142
2023
Q2
$1.07M Sell
10,800
-1,678
-13% -$167K 0.13% 140
2023
Q1
$1.24M Buy
+12,478
New +$1.24M 0.16% 132