Mark Sheptoff Financial Planning, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,180 shares of BILS stock, worth $117,221. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,180
Previous 800 47.5%
Holding current value
$117,221
Previous $79,000 48.1%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 13, 2025
BUY
$99.12 - $99.52 $37,665 - $37,817
380 Added 47.5%
1,180 $117,000
Q2 2025

Aug 06, 2025
BUY
$99.1 - $99.49 $79,280 - $79,592
800 New
800 $79,000

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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