AJ Wealth Strategies’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Other funds holding BILS
PCP
RIG
TWM
AJ Wealth Strategies's BILS Position: Q2 2023 in Review
AJ Wealth Strategies increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 2.3% in Q2 2023, buying an estimated $1.52M and bringing the position to 682,188 shares worth $67.9M. The position accounts for 3.28% of the portfolio, ranked #7.
AJ Wealth Strategies first reported a position in BILS in Q4 2022 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold BILS as of Q2 2023.
- AJ Wealth Strategies held 682,188 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $67.9M as of Q2 2023.
- AJ Wealth Strategies bought 15,347 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2023, an estimated $1.52M.
- State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 3.28% of AJ Wealth Strategies's portfolio in Q2 2023, its #7 holding.
- AJ Wealth Strategies first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 3 quarters since.
- 180 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2023.
Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.