Heritage Wealth Management, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,135 shares of BIL stock, worth $470,365. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,135
Previous 5,165 0.58%
Holding current value
$470,365
Previous $474 Million 0.98%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$91.46 - $91.76 $2,743 - $2,752
-30 Reduced 0.58%
5,135 $469 Million
Q3 2025

Nov 04, 2025
SELL
$91.44 - $91.77 $18,288 - $18,354
-200 Reduced 3.73%
5,165 $474 Million
Q2 2025

Aug 14, 2025
BUY
$91.43 - $91.74 $44,800 - $44,952
490 Added 10.05%
5,365 $492 Million
Q1 2025

Apr 29, 2025
BUY
$91.45 - $91.75 $445,818 - $447,281
4,875 New
4,875 $447 Million

Others Institutions Holding BIL

# of Institutions
1,304
Shares Held
247M
Call Options Held
23.3K
Put Options Held
49.1K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
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