Zynergy Retirement Planning’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
Q2
Sell
-3,438
Closed -$341K 33
2025
Q1
$341K Sell
3,438
-3,030
-47% -$301K 0.24% 21
2024
Q4
$644K Hold
6,468
0.45% 14
2024
Q3
$644K Sell
6,468
-3,213
-33% -$319K 0.45% 14
2024
Q2
$962K Buy
+9,681
New +$960K 0.74% 11

Other funds holding BILS

Zynergy Retirement Planning's BILS Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 3,438 shares — an estimated $341K sold.

Zynergy Retirement Planning first reported a position in BILS in Q2 2024 and held it in 4 quarters. The position peaked at $962K in Q2 2024. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 3,438 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $341K.
  • Zynergy Retirement Planning first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $962K in Q2 2024.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.