Beacon Wealthcare Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Beacon Wealthcare Inc’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
2020 Q4	$5.9M	Sell	64,492 -3,542	-5%	-$324K	3.43%	5
2020 Q3	$6.23M	Sell	68,034 -6,008	-8%	-$550K	3.89%	5
2020 Q2	$6.78M	Sell	74,042 -4,937	-6%	-$452K	4.27%	5
2020 Q1	$7.24M	Buy	78,979 +34,261	+77%	+$3.14M	5.14%	5
2019 Q4	$4.09M	Buy	44,718 +1,712	+4%	+$157K	2.82%	6
2019 Q3	$3.94M	Buy	43,006 +18	+0%	+$1.65K	2.84%	6
2019 Q2	$3.94M	Sell	42,988 -1,308	-3%	-$120K	3%	6
2019 Q1	$4.06M	Buy	44,296 +39,467	+817%	+$3.61M	3.3%	6
2018 Q4	$442K	Buy	4,829 +1,802	+60%	+$165K	0.29%	8
2018 Q3	$277K	Buy	+3,027	New	+$277K	0.25%	9

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Beacon Wealthcare Inc's BIL Position: Q4 2020 in Review

Beacon Wealthcare Inc reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.2% in Q4 2020, selling an estimated $324K and leaving 64,492 shares worth $5.9M. The position accounts for 3.43% of the portfolio, ranked #5.

Beacon Wealthcare Inc first reported a position in BIL in Q3 2018 and has held it in 10 quarters since. The position peaked at $7.24M in Q1 2020. 397 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

Beacon Wealthcare Inc held 64,492 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.9M as of Q4 2020.
Beacon Wealthcare Inc sold 3,542 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $324K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.43% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #5 holding.
Beacon Wealthcare Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 10 quarters since.
Beacon Wealthcare Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.24M in Q1 2020.
397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.