Iams Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 32,908 shares of BILS stock, worth $3.27 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

32,908

Previous 94,771 65.28%

Holding current value

$3.27 Million

Previous $9.44 Billion 65.43%

% of portfolio

1.49%

Previous 4.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$99.0 - $99.5 $6.12 Million - $6.16 Million	-61,863 Reduced 65.28%	32,908 $3.26 Billion
Q3 2024 Oct 11, 2024	SELL	$98.97 - $99.59 $914,680 - $920,410	-9,242 Reduced 8.89%	94,771 $9.44 Billion
Q2 2024 Aug 05, 2024	SELL	$98.98 - $99.4 $5.54 Million - $5.56 Million	-55,929 Reduced 34.97%	104,013 $10.3 Billion
Q1 2024 Apr 18, 2024	BUY	$99.05 - $99.53 $3.24 Million - $3.26 Million	32,723 Added 25.72%	159,942 $15.9 Billion
Q4 2023 Feb 07, 2024	BUY	$98.89 - $99.53 $7.99 Million - $8.04 Million	80,774 Added 173.91%	127,219 $12.6 Billion
Q3 2023 Nov 14, 2023	BUY	$99.03 - $99.47 $4.6 Million - $4.62 Million	46,445 New	46,445 $4.62 Billion

Others Institutions Holding BILS

# of Institutions

263

Shares Held

39.2M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
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Iams Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History