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

Axiom 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
2019 Q3	–	Sell	-3,438	Closed	-$315K	–	237
2019 Q2	$315K	Hold	3,438	–	–	0.06%	279
2019 Q1	$315K	Buy	3,438 +747	+28%	+$68.4K	0.06%	282
2018 Q4	$246K	Buy	+2,691	New	+$246K	0.05%	295

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axiom Investment Management's BIL Position: Q3 2019 in Review

Axiom Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2019, closing a stake of 3,438 shares — an estimated $315K sold.

Axiom Investment Management first reported a position in BIL in Q4 2018 and held it in 3 quarters. The position peaked at $315K in Q2 2019. 313 funds tracked by Wall St. Rank hold BIL as of Q3 2019.

Axiom Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2019 after selling out during the quarter.
Axiom Investment Management sold 3,438 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2019, an estimated $315K.
Axiom Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 3 quarters.
Axiom Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $315K in Q2 2019.
313 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.