Advocacy Wealth Management Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Advocacy Wealth Management Services’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
2023 Q1	–	Sell	-3,320	Closed	-$304K	–	38
2022 Q4	$304K	Buy	+3,320	New	+$304K	0.04%	38
2022 Q1	–	Sell	-1,052	Closed	-$96K	–	188
2021 Q4	$96K	Hold	1,052	–	–	0.02%	44
2021 Q3	$96K	Sell	1,052 -1,034	-50%	-$94.6K	0.02%	43
2021 Q2	$191K	Buy	2,086 +274	+15%	+$25.1K	0.04%	35
2021 Q1	$166K	Buy	1,812 +732	+68%	+$67K	0.03%	41
2020 Q4	$99K	Hold	1,080	–	–	0.01%	48
2020 Q3	$99K	Sell	1,080 -133	-11%	-$12.2K	0.02%	51
2020 Q2	$111K	Hold	1,213	–	–	0.02%	45
2020 Q1	$111K	Buy	1,213 +789	+186%	+$72.2K	0.02%	32
2019 Q4	$39K	Sell	424 -10	-2%	-$915	0.01%	56
2019 Q3	$40K	Hold	434	–	–	0.03%	54
2019 Q2	$40K	Buy	+434	New	+$39.7K	0.03%	46
2013 Q3	–	Sell	-250	Closed	-$23K	–	287
2013 Q2	$23K	Buy	+250	New	+$22.9K	0.09%	133

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advocacy Wealth Management Services's BIL Position: Q1 2023 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2023, closing a stake of 3,320 shares — an estimated $304K sold.

Advocacy Wealth Management Services first reported a position in BIL in Q2 2013 and held it in 13 quarters. The position peaked at $304K in Q4 2022. 792 funds tracked by Wall St. Rank hold BIL as of Q1 2023.

Advocacy Wealth Management Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2023 after selling out during the quarter.
Advocacy Wealth Management Services sold 3,320 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2023, an estimated $304K.
Advocacy Wealth Management Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and held it in 13 quarters.
Advocacy Wealth Management Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $304K in Q4 2022.
792 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2023, filed 14 Apr 2023.