Vertex Planning Partners, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,751 shares of BILS stock, worth $869,324. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,751
Previous 11,401 23.24%
Holding current value
$869,324
Previous $1.13 Billion 23.17%
% of portfolio
0.17%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$99.12 - $99.52 $262,668 - $263,728
-2,650 Reduced 23.24%
8,751 $871 Million
Q2 2025

Aug 13, 2025
BUY
$99.1 - $99.49 $900,819 - $904,364
9,090 Added 393.34%
11,401 $1.13 Billion
Q1 2025

May 14, 2025
SELL
$99.16 - $99.52 $26,079 - $26,173
-263 Reduced 10.22%
2,311 $230 Million
Q4 2024

Feb 12, 2025
SELL
$99.0 - $99.5 $54,846 - $55,123
-554 Reduced 17.71%
2,574 $255 Million
Q3 2024

Nov 07, 2024
SELL
$98.97 - $99.59 $79,670 - $80,169
-805 Reduced 20.47%
3,128 $311 Million
Q2 2024

Aug 13, 2024
SELL
$98.98 - $99.4 $75,620 - $75,941
-764 Reduced 16.27%
3,933 $391 Million
Q1 2024

May 13, 2024
SELL
$99.05 - $99.53 $74,881 - $75,244
-756 Reduced 13.86%
4,697 $467 Million
Q4 2023

Feb 14, 2024
BUY
$98.89 - $99.53 $2,274 - $2,289
23 Added 0.42%
5,453 $541 Million
Q3 2023

Nov 14, 2023
BUY
$99.03 - $99.47 $35,452 - $35,610
358 Added 7.06%
5,430 $540 Million
Q2 2023

Aug 14, 2023
BUY
$99.07 - $99.51 $112,345 - $112,844
1,134 Added 28.8%
5,072 $504 Million
Q1 2023

May 16, 2023
BUY
$99.12 - $99.61 $390,334 - $392,264
3,938 New
3,938 $392 Million

Others Institutions Holding BILS

# of Institutions
286
Shares Held
25.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG 3-12 MONTH T-BI

BILS Quotes by TradingView
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