Modern Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,237 shares of BILS stock, worth $420,903. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,237
Previous 4,405 3.81%
Holding current value
$420,903
Previous $437,000 96393.59%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$99.12 - $99.52 $16,652 - $16,719
-168 Reduced 3.81%
4,237 $422 Million
Q2 2025

Aug 14, 2025
SELL
$99.1 - $99.49 $66,000 - $66,260
-666 Reduced 13.13%
4,405 $437,000
Q1 2025

May 15, 2025
BUY
$99.16 - $99.52 $162,820 - $163,411
1,642 Added 47.89%
5,071 $504 Million
Q4 2024

May 30, 2025
SELL
$99.0 - $99.5 $161,568 - $162,384
-1,632 Reduced 32.18%
3,439 $340,000
Q4 2024

May 29, 2025
SELL
$99.0 - $99.5 $161,568 - $162,384
-1,632 Reduced 32.18%
3,439 $340,000
Q4 2024

Feb 11, 2025
SELL
$99.0 - $99.5 $99 - $99
-1 Reduced 0.03%
3,429 $340 Million
Q3 2024

May 30, 2025
SELL
$98.97 - $99.59 $162,409 - $163,427
-1,641 Reduced 32.36%
3,430 $341,000
Q3 2024

May 29, 2025
SELL
$98.97 - $99.59 $162,409 - $163,427
-1,641 Reduced 32.36%
3,430 $341,000
Q3 2024

Nov 05, 2024
BUY
$98.97 - $99.59 $339,467 - $341,593
3,430 New
3,430 $342 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
  • Ticker BILS
  • Sector ETFs
  • Industry ETFs
More about BILS
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