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

Anchor Investment 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 Q1	–	Sell	-37	Closed	-$3.39K	–	958
2020 Q4	$3.39K	Hold	37	–	–	﹤0.01%	797
2020 Q3	$3.39K	Hold	37	–	–	﹤0.01%	765
2020 Q2	$3.39K	Hold	37	–	–	﹤0.01%	745
2020 Q1	$3.39K	Hold	37	–	–	﹤0.01%	723
2019 Q4	$3.38K	Hold	37	–	–	﹤0.01%	735
2019 Q3	$3.39K	Hold	37	–	–	﹤0.01%	723
2019 Q2	$3.39K	Hold	37	–	–	﹤0.01%	718
2019 Q1	$3.39K	Hold	37	–	–	﹤0.01%	716
2018 Q4	$3.38K	Sell	37 -32	-46%	-$2.93K	﹤0.01%	727
2018 Q3	$6.32K	Hold	69	–	–	﹤0.01%	704
2018 Q2	$6.32K	Hold	69	–	–	﹤0.01%	715
2018 Q1	$6.32K	Sell	69 -4	-5%	-$366	﹤0.01%	694
2017 Q4	$6.67K	Buy	+73	New	+$6.68K	﹤0.01%	685

Other funds holding BIL

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWM

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

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

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Anchor Investment Management's BIL Position: Q1 2021 in Review

Anchor Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2021, closing a stake of 37 shares — an estimated $3.39K sold.

Anchor Investment Management first reported a position in BIL in Q4 2017 and held it in 13 quarters. The position peaked at $6.67K in Q4 2017. 402 funds tracked by Wall St. Rank hold BIL as of Q1 2021.

Anchor Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 37 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2021, an estimated $3.39K.
Anchor Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and held it in 13 quarters.
Anchor Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.67K in Q4 2017.
402 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.