Advanced Research Investment Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Advanced Research Investment Solutions’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
2022 Q1	–	Sell	-273	Closed	-$24K	–	195
2021 Q4	$24K	Hold	273	–	–	0.01%	106
2021 Q3	$25K	Hold	273	–	–	0.01%	95
2021 Q2	$25K	Hold	273	–	–	0.02%	38
2021 Q1	$25K	Hold	273	–	–	0.03%	32
2020 Q4	$25K	Buy	+273	New	+$25K	0.04%	28

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Advanced Research Investment Solutions's BIL Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2022, closing a stake of 273 shares — an estimated $24K sold.

Advanced Research Investment Solutions first reported a position in BIL in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q2 2021. 471 funds tracked by Wall St. Rank hold BIL as of Q1 2022.

Advanced Research Investment Solutions reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 273 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2022, an estimated $24K.
Advanced Research Investment Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 5 quarters.
Advanced Research Investment Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $25K in Q2 2021.
471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.