Ridgeline Wealth Planning, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 2,780 shares of BILS stock, worth $276,165. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,780
Previous 2,829 1.73%
Holding current value
$276,165
Previous $281 Million 1.65%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Oct 29, 2025
SELL
$99.12 - $99.52 $4,856 - $4,876
-49 Reduced 1.73%
2,780 $277 Million
Q2 2025

Jul 24, 2025
SELL
$99.1 - $99.49 $5,846 - $5,869
-59 Reduced 2.04%
2,829 $281 Million
Q1 2025

Apr 30, 2025
SELL
$99.16 - $99.52 $11,502 - $11,544
-116 Reduced 3.86%
2,888 $287 Million
Q4 2024

Jan 29, 2025
BUY
$99.0 - $99.5 $297,396 - $298,898
3,004 New
3,004 $298 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
Track This Portfolio

Track Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email