Sheets Smith Wealth Management Spdr Bloomberg 3 12 Month T Bi Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Sheets Smith Wealth Management holds 17,689 shares of BILS stock, worth $1.76 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

17,689

Previous 16,689 5.99%

Holding current value

$1.76 Million

Previous $1.65 Million 6.35%

% of portfolio

0.22%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$99.16 - $99.52 $99,160 - $99,520	1,000 Added 5.99%	17,689 $1.76 Million
Q4 2024 Jan 17, 2025	SELL	$99.0 - $99.5 $207,900 - $208,950	-2,100 Reduced 11.18%	16,689 $1.65 Million
Q3 2024 Nov 01, 2024	BUY	$98.97 - $99.59 $133,609 - $134,446	1,350 Added 7.74%	18,789 $1.87 Million
Q2 2024 Jul 30, 2024	BUY	$98.98 - $99.4 $202,909 - $203,770	2,050 Added 13.32%	17,439 $1.73 Million
Q1 2024 May 08, 2024	BUY	$99.05 - $99.53 $237,720 - $238,872	2,400 Added 18.48%	15,389 $1.53 Million
Q4 2023 Feb 06, 2024	BUY	$98.89 - $99.53 $38,468 - $38,717	389 Added 3.09%	12,989 $1.29 Million
Q3 2023 Oct 23, 2023	BUY	$99.03 - $99.47 $108,933 - $109,417	1,100 Added 9.57%	12,600 $1.25 Million
Q2 2023 Aug 09, 2023	SELL	$99.07 - $99.51 $52,507 - $52,740	-530 Reduced 4.41%	11,500 $1.14 Million
Q1 2023 May 26, 2023	BUY	$99.12 - $99.61 $1.18 Million - $1.19 Million	11,930 Added 11930.0%	12,030 $1.2 Million
Q1 2023 May 12, 2023	SELL	$99.12 - $99.61 $519,884 - $522,454	-5,245 Reduced 98.13%	100 $9,000
Q4 2022 Mar 08, 2023	BUY	$99.12 - $99.52 $529,796 - $531,934	5,345 New	5,345 $530,000

Others Institutions Holding BILS

# of Institutions

271

Shares Held

43.8M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
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Sheets Smith Wealth Management Spdr Bloomberg 3 12 Month T Bi Transaction History