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

Altavista Wealth Management’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
2021 Q3	–	Sell	-3,700	Closed	-$338K	–	183
2021 Q2	$338K	Hold	3,700	–	–	0.07%	146
2021 Q1	$339K	Hold	3,700	–	–	0.08%	140
2020 Q4	$339K	Hold	3,700	–	–	0.09%	137
2020 Q3	$339K	Sell	3,700 -39,888	-92%	-$3.65M	0.09%	131
2020 Q2	$3.99M	Sell	43,588 -4,777	-10%	-$437K	1.16%	27
2020 Q1	$4.43M	Buy	48,365 +3,503	+8%	+$321K	1.51%	20
2019 Q4	$4.1M	Sell	44,862 -27,010	-38%	-$2.47M	1.22%	27
2019 Q3	$6.58M	Sell	71,872 -14,095	-16%	-$1.29M	2.05%	9
2019 Q2	$7.88M	Sell	85,967 -41,608	-33%	-$3.81M	2.52%	4
2019 Q1	$11.7M	Buy	127,575 +4,611	+4%	+$422K	4.14%	1
2018 Q4	$11.2M	Buy	122,964 +14,821	+14%	+$1.36M	4.59%	1
2018 Q3	$9.9M	Buy	108,143 +26,411	+32%	+$2.42M	3.69%	2
2018 Q2	$7.49M	Buy	+81,732	New	+$7.48M	3%	5

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

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MCM

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

Altavista Wealth Management's BIL Position: Q3 2021 in Review

Altavista Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2021, closing a stake of 3,700 shares — an estimated $338K sold.

Altavista Wealth Management first reported a position in BIL in Q2 2018 and held it in 13 quarters. The position peaked at $11.7M in Q1 2019. 386 funds tracked by Wall St. Rank hold BIL as of Q3 2021.

Altavista Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2021 after selling out during the quarter.
Altavista Wealth Management sold 3,700 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2021, an estimated $338K.
Altavista Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and held it in 13 quarters.
Altavista Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.7M in Q1 2019.
386 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2021.

Based on Altavista Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.