Kelman Lazarov, Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History

Kelman Lazarov, Inc.

$483 Million
Q1 2024

A detailed history of Kelman Lazarov, Inc. transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 135,558 shares of BILS stock, worth $13.4 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

135,558

Previous 154,951 12.52%

Holding current value

$13.4 Million

Previous $15.4 Million 12.25%

% of portfolio

2.79%

Previous 3.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$99.05 - $99.53 $1.92 Million - $1.93 Million	-19,393 Reduced 12.52%	135,558 $13.5 Million
Q4 2023 Feb 01, 2024	BUY	$98.89 - $99.53 $325,051 - $327,155	3,287 Added 2.17%	154,951 $15.4 Million
Q3 2023 Oct 30, 2023	BUY	$99.03 - $99.47 $669,343 - $672,317	6,759 Added 4.66%	151,664 $15.1 Million
Q2 2023 Aug 04, 2023	BUY	$99.07 - $99.51 $795,036 - $798,567	8,025 Added 5.86%	144,905 $14.4 Million
Q1 2023 May 04, 2023	BUY	$99.12 - $99.61 $1.03 Million - $1.03 Million	10,346 Added 8.18%	136,880 $13.6 Million

Q4 2022 Feb 06, 2023	BUY	$99.12 - $99.52 $12.5 Million - $12.6 Million	126,534 New	126,534 $12.6 Million

Others Institutions Holding BILS

# of Institutions

234

Shares Held

18.8M

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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History