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

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,405 shares of BILS stock, worth $437,724. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,405

Previous 5,071 13.13%

Holding current value

$437,724

Previous $504,000 13.29%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$99.1 - $99.49 $66,000 - $66,260	-666 Reduced 13.13%	4,405 $437,000
Q1 2025 May 15, 2025	BUY	$99.16 - $99.52 $162,820 - $163,411	1,642 Added 47.89%	5,071 $504 Million
Q4 2024 May 30, 2025	SELL	$99.0 - $99.5 $161,568 - $162,384	-1,632 Reduced 32.18%	3,439 $340,000
Q4 2024 May 29, 2025	SELL	$99.0 - $99.5 $161,568 - $162,384	-1,632 Reduced 32.18%	3,439 $340,000
Q4 2024 Feb 11, 2025	SELL	$99.0 - $99.5 $99 - $99	-1 Reduced 0.03%	3,429 $340 Million
Q3 2024 May 30, 2025	SELL	$98.97 - $99.59 $162,409 - $163,427	-1,641 Reduced 32.36%	3,430 $341,000
Q3 2024 May 29, 2025	SELL	$98.97 - $99.59 $162,409 - $163,427	-1,641 Reduced 32.36%	3,430 $341,000
Q3 2024 Nov 05, 2024	BUY	$98.97 - $99.59 $339,467 - $341,593	3,430 New	3,430 $342 Million

Others Institutions Holding BILS

# of Institutions

294

Shares Held

25.3M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

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