Portside Wealth Group, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Portside Wealth Group, LLC

$613 Billion
Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Portside Wealth Group, LLC holds 3,327 shares of BILS stock, worth $330,437. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,327

Previous 3,418 2.66%

Holding current value

$330,437

Previous $339 Million 2.33%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$99.16 - $99.52 $9,023 - $9,056	-91 Reduced 2.66%	3,327 $331 Million
Q1 2025 Apr 10, 2025	SELL	$99.16 - $99.52 $52,554 - $52,745	-530 Reduced 13.42%	3,418 $339 Million
Q3 2024 Oct 31, 2024	SELL	$98.97 - $99.59 $11,480 - $11,552	-116 Reduced 2.85%	3,948 $393 Million
Q2 2024 Jul 18, 2024	BUY	$98.98 - $99.4 $79,579 - $79,917	804 Added 24.66%	4,064 $404 Million
Q1 2024 Apr 17, 2024	SELL	$99.05 - $99.53 $54,279 - $54,542	-548 Reduced 14.39%	3,260 $324 Million
Q4 2023 Jan 16, 2024	SELL	$98.89 - $99.53 $92,561 - $93,160	-936 Reduced 19.73%	3,808 $377 Million
Q3 2023 Oct 27, 2023	BUY	$99.03 - $99.47 $144,385 - $145,027	1,458 Added 44.37%	4,744 $473 Million
Q2 2023 Sep 01, 2023	SELL	$99.07 - $99.51 $3.91 Million - $3.92 Million	-39,432 Reduced 92.31%	3,286 $327 Million
Q2 2023 Aug 01, 2023	BUY	$99.07 - $99.51 $4.23 Million - $4.25 Million	42,718 New	42,718 $4.25 Million

Others Institutions Holding BILS

# of Institutions

289

Shares Held

25.4M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
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Portside Wealth Group, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History