Baron Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-62	Closed	-$5.67K	–	69
2022 Q2	$5.67K	Hold	62	–	–	﹤0.01%	165
2022 Q1	$5.67K	Buy	+62	New	+$5.67K	﹤0.01%	179
2021 Q3	–	Sell	-100	Closed	-$9.15K	–	225
2021 Q2	$9.15K	Hold	100	–	–	0.01%	174
2021 Q1	$9.15K	Hold	100	–	–	0.01%	174
2020 Q4	$9.15K	Hold	100	–	–	0.01%	179
2020 Q3	$9.15K	Buy	+100	New	+$9.15K	0.01%	180

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Baron Financial Group's BIL Position: Q3 2022 in Review

Baron Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2022, closing a stake of 62 shares — an estimated $5.67K sold.

Baron Financial Group first reported a position in BIL in Q3 2020 and held it in 6 quarters. The position peaked at $9.15K in Q4 2020. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2022.

Baron Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 62 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2022, an estimated $5.67K.
Baron Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and held it in 6 quarters.
Baron Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.15K in Q4 2020.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.