Sound Financial Strategies Group, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Sound Financial Strategies Group, LLC

$109 Million
Q4 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 6,687 shares of BILS stock, worth $664,554. This represents 0.61% of its overall portfolio holdings.

Number of Shares

6,687

Previous 6,737 0.74%

Holding current value

$664,554

Previous $670,000 1.04%

% of portfolio

0.61%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$99.0 - $99.5 $4,950 - $4,975	-50 Reduced 0.74%	6,687 $663,000
Q2 2024 Aug 12, 2024	SELL	$98.98 - $99.4 $22,963 - $23,060	-232 Reduced 3.33%	6,737 $669,000
Q1 2024 May 13, 2024	SELL	$99.05 - $99.53 $24,762 - $24,882	-250 Reduced 3.46%	6,969 $692,000
Q4 2023 Feb 02, 2024	SELL	$98.89 - $99.53 $403,075 - $405,684	-4,076 Reduced 36.09%	7,219 $715,000
Q3 2023 Nov 06, 2023	SELL	$99.03 - $99.47 $1.8 Million - $1.8 Million	-18,141 Reduced 61.63%	11,295 $1.12 Million
Q2 2023 Aug 07, 2023	BUY	$99.07 - $99.51 $2.05 Million - $2.06 Million	20,705 Added 237.14%	29,436 $2.93 Million
Q1 2023 May 02, 2023	BUY	$99.12 - $99.61 $865,416 - $869,694	8,731 New	8,731 $869,000

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

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Sound Financial Strategies Group, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History