Horizon Family Wealth, Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History

Horizon Family Wealth, Inc.

$143 Million
Q4 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 92,480 shares of BILS stock, worth $9.19 Million. This represents 6.43% of its overall portfolio holdings.

Number of Shares

92,480

Previous 83,634 10.58%

Holding current value

$9.19 Million

Previous $8.33 Million 10.1%

% of portfolio

6.43%

Previous 6.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$99.0 - $99.5 $875,754 - $880,177	8,846 Added 10.58%	92,480 $9.17 Million
Q3 2024 Nov 14, 2024	BUY	$98.97 - $99.59 $2.14 Million - $2.15 Million	21,585 Added 34.79%	83,634 $8.33 Million
Q2 2024 Aug 07, 2024	BUY	$98.98 - $99.4 $2.64 Million - $2.65 Million	26,671 Added 75.39%	62,049 $6.17 Million
Q1 2024 May 09, 2024	BUY	$99.05 - $99.53 $2.38 Million - $2.39 Million	24,034 Added 211.87%	35,378 $3.52 Million
Q4 2023 Feb 07, 2024	BUY	$98.89 - $99.53 $14,437 - $14,531	146 Added 1.3%	11,344 $1.12 Million
Q3 2023 Nov 15, 2023	BUY	$99.03 - $99.47 $1.11 Million - $1.11 Million	11,198 New	11,198 $1.11 Million

Others Institutions Holding BILS

# of Institutions

263

Shares Held

39.2M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
Sector ETFs
Industry ETFs

More about BILS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.

Account

Horizon Family Wealth, Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History