B. Riley 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
2023
Q3
Sell
-3,177
Closed -$316K 1493
2023
Q2
$316K Sell
3,177
-806
-20% -$80K 0.01% 1095
2023
Q1
$397K Buy
+3,983
New +$396K 0.01% 920

Other funds holding BILS

B. Riley Wealth Advisors's BILS Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2023, closing a stake of 3,177 shares — an estimated $316K sold.

B. Riley Wealth Advisors first reported a position in BILS in Q1 2023 and held it in 2 quarters. The position peaked at $397K in Q1 2023. 202 funds tracked by Wall St. Rank hold BILS as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,177 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2023, an estimated $316K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $397K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.