WJ Wealth Management’s State Street 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
Q3
$300K Sell
2025
Q2
$1.07M Sell
2025
Q1
$1.49M Buy
2024
Q4
$823K Sell
2024
Q3
$903K Sell
2024
Q2
$1.31M Sell
2024
Q1
$1.35M Sell
2023
Q4
$2.31M Sell
2023
Q3
$3.01M Sell
2023
Q2
$3.25M Buy
2023
Q1
$1.97M Buy
2022
Q4
$974K Buy