AJ Wealth Strategies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$10.4M Sell
113,534
-958,331
-89% -$87.8M 0.5% 39
2023
Q1
$98.4M Buy
1,071,865
+799,312
+293% +$73.2M 5.13% 3
2022
Q4
$24.9M Buy
272,553
+9,567
+4% +$875K 1.31% 20
2022
Q3
$24.1M Sell
262,986
-237,756
-47% -$21.7M 1.4% 16
2022
Q2
$45.8M Buy
+500,742
New +$45.8M 2.41% 15

Other funds holding BIL

AJ Wealth Strategies's BIL Position: Q2 2023 in Review

AJ Wealth Strategies reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 89% in Q2 2023, selling an estimated $87.8M and leaving 113,534 shares worth $10.4M. The position accounts for 0.5% of the portfolio, ranked #39.

AJ Wealth Strategies first reported a position in BIL in Q2 2022 and has held it in 5 quarters since. The position peaked at $98.4M in Q1 2023. 849 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

  • AJ Wealth Strategies held 113,534 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.4M as of Q2 2023.
  • AJ Wealth Strategies sold 958,331 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $87.8M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.5% of AJ Wealth Strategies's portfolio in Q2 2023, its #39 holding.
  • AJ Wealth Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 5 quarters since.
  • AJ Wealth Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $98.4M in Q1 2023.
  • 849 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.