360 Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

360 Financial’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,402	Closed	-$220K	–	87
2023 Q4	$220K	Buy	+2,402	New	+$220K	0.1%	75
2021 Q2	–	Sell	-7,447	Closed	-$681K	–	91
2021 Q1	$681K	Hold	7,447	–	–	0.38%	32
2020 Q4	$682K	Hold	7,447	–	–	0.41%	31
2020 Q3	$682K	Hold	7,447	–	–	0.48%	29
2020 Q2	$682K	Hold	7,447	–	–	0.57%	25
2020 Q1	$682K	Hold	7,447	–	–	0.72%	21
2019 Q4	$681K	Buy	+7,447	New	+$681K	0.5%	27

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

360 Financial's BIL Position: Q1 2024 in Review

360 Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 2,402 shares — an estimated $220K sold.

360 Financial first reported a position in BIL in Q4 2019 and held it in 7 quarters. The position peaked at $682K in Q4 2020. 967 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

360 Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
360 Financial sold 2,402 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $220K.
360 Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 7 quarters.
360 Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $682K in Q4 2020.
967 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on 360 Financial's 13F filing for Q1 2024, filed 13 May 2024.