Zynergy Retirement Planning’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	–	Sell	-3,438	Closed	-$341K	–	33
2025 Q1	$341K	Sell	3,438 -3,030	-47%	-$300K	0.24%	21
2024 Q4	$644K	Hold	6,468	–	–	0.45%	14
2024 Q3	$644K	Sell	6,468 -3,213	-33%	-$320K	0.45%	14
2024 Q2	$962K	Buy	+9,681	New	+$962K	0.74%	11