Baker Tilly Wealth Management’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
Q1
Sell
-6,864
Closed -$680K 419
2023
Q4
$680K Buy
6,864
+377
+6% +$37.4K 0.11% 206
2023
Q3
$645K Buy
6,487
+2,815
+77% +$279K 0.11% 197
2023
Q2
$365K Buy
+3,672
New +$365K 0.04% 417

Other funds holding BILS

Baker Tilly Wealth Management's BILS Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2024, closing a stake of 6,864 shares — an estimated $680K sold.

Baker Tilly Wealth Management first reported a position in BILS in Q2 2023 and held it in 3 quarters. The position peaked at $680K in Q4 2023. 244 funds tracked by Wall St. Rank hold BILS as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,864 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2024, an estimated $680K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 3 quarters.
  • Baker Tilly Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $680K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.