Atlas Private Wealth Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,274
Closed -$226K 154
2024
Q2
$226K Sell
2,274
-367
-14% -$36.4K 0.04% 144
2024
Q1
$263K Sell
2,641
-71,157
-96% -$7.06M 0.09% 92
2023
Q4
$7.32M Buy
+73,798
New +$7.32M 1.36% 16

Other funds holding BILS

Atlas Private Wealth Advisors's BILS Position: Q3 2024 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2024, closing a stake of 2,274 shares — an estimated $226K sold.

Atlas Private Wealth Advisors first reported a position in BILS in Q4 2023 and held it in 3 quarters. The position peaked at $7.32M in Q4 2023. 237 funds tracked by Wall St. Rank hold BILS as of Q3 2024.

  • Atlas Private Wealth Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 2,274 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2024, an estimated $226K.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $7.32M in Q4 2023.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.