Whalen Wealth Management’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
2024 Q3	–	Sell	-2,513	Closed	-$250K	–	121
2024 Q2	$250K	Hold	2,513	–	–	0.2%	87
2024 Q1	$250K	Hold	2,513	–	–	0.19%	82
2023 Q4	$249K	Buy	+2,513	New	+$249K	0.22%	93