Altiora Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Altiora Financial Group’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
2024 Q2	–	Sell	-147,102	Closed	-$13.5M	–	85
2024 Q1	$13.5M	Sell	147,102 -3,798	-3%	-$348K	3.67%	6
2023 Q4	$13.8M	Sell	150,900 -4,514	-3%	-$413K	4%	6
2023 Q3	$14.3M	Buy	155,414 +3,043	+2%	+$279K	6.63%	4
2023 Q2	$14M	Sell	152,371 -38,417	-20%	-$3.52M	6.15%	4
2023 Q1	$17.5M	Buy	190,788 +36,381	+24%	+$3.33M	8.08%	4
2022 Q4	$14.1M	Buy	+154,407	New	+$14.1M	7.05%	4

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Altiora Financial Group's BIL Position: Q2 2024 in Review

Altiora Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 147,102 shares — an estimated $13.5M sold.

Altiora Financial Group first reported a position in BIL in Q4 2022 and held it in 6 quarters. The position peaked at $17.5M in Q1 2023. 1,028 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Altiora Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Altiora Financial Group sold 147,102 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $13.5M.
Altiora Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 6 quarters.
Altiora Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17.5M in Q1 2023.
1,028 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Altiora Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.