Stonebridge Financial Planning Group, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 5,592 shares of BILS stock, worth $555,453. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,592

Previous 6,800 17.76%

Holding current value

$555,453

Previous $677,000 18.17%

% of portfolio

0.26%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$99.0 - $99.5 $119,592 - $120,196	-1,208 Reduced 17.76%	5,592 $554,000
Q3 2024 Nov 08, 2024	SELL	$98.97 - $99.59 $120,941 - $121,698	-1,222 Reduced 15.23%	6,800 $677,000
Q2 2024 Aug 07, 2024	BUY	$98.98 - $99.4 $40,284 - $40,455	407 Added 5.34%	8,022 $797,000
Q1 2024 May 13, 2024	BUY	$99.05 - $99.53 $11,192 - $11,246	113 Added 1.51%	7,615 $757,000
Q4 2023 Feb 05, 2024	BUY	$98.89 - $99.53 $207,866 - $209,212	2,102 Added 38.93%	7,502 $743,000
Q3 2023 Nov 07, 2023	BUY	$99.03 - $99.47 $534,762 - $537,138	5,400 New	5,400 $536,000

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

Ticker BILS
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Stonebridge Financial Planning Group, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History