Concurrent Investment Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 51,347 shares of BILS stock, worth $5.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

51,347

Previous 43,346 18.46%

Holding current value

$5.1 Million

Previous $4.31 Billion 18.39%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$99.1 - $99.49 $792,899 - $796,019	8,001 Added 18.46%	51,347 $5.11 Billion
Q1 2025 Apr 29, 2025	BUY	$99.16 - $99.52 $2.31 Million - $2.32 Million	23,335 Added 116.61%	43,346 $4.31 Billion
Q4 2024 Feb 03, 2025	BUY	$99.0 - $99.5 $79,101 - $79,500	799 Added 4.16%	20,011 $1.98 Billion
Q3 2024 Oct 30, 2024	BUY	$98.97 - $99.59 $270,583 - $272,279	2,734 Added 16.59%	19,212 $1.91 Billion
Q2 2024 Jul 30, 2024	BUY	$98.98 - $99.4 $376,124 - $377,720	3,800 Added 29.97%	16,478 $1.64 Billion
Q1 2024 May 07, 2024	BUY	$99.05 - $99.53 $768,727 - $772,452	7,761 Added 157.84%	12,678 $1.26 Billion
Q4 2023 Apr 15, 2024	BUY	$98.89 - $99.53 $486,242 - $489,389	4,917 New	4,917 $487 Million

Others Institutions Holding BILS

# of Institutions

298

Shares Held

25.2M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
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Concurrent Investment Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History