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

Iams Wealth Management, LLC

$249 Billion
Q3 2025

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 36,226 shares of BILS stock, worth $3.6 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

36,226

Previous 30,838 17.47%

Holding current value

$3.6 Million

Previous $3.07 Billion 17.58%

% of portfolio

1.45%

Previous 1.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$99.12 - $99.52 $534,058 - $536,213	5,388 Added 17.47%	36,226 $3.61 Billion
Q2 2025 Jul 14, 2025	BUY	$99.1 - $99.49 $29,630 - $29,747	299 Added 0.98%	30,838 $3.07 Billion
Q1 2025 Apr 10, 2025	SELL	$99.16 - $99.52 $234,910 - $235,762	-2,369 Reduced 7.2%	30,539 $3.04 Billion
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

297

Shares Held

25.4M

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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

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