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

BerganKDV Wealth 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
2023 Q2	$16.8K	Sell	183 -773	-81%	-$70.8K	﹤0.01%	509
2023 Q1	$87.8K	Buy	+956	New	+$87.6K	0.01%	327
2020 Q3	–	Sell	-52	Closed	-$5K	–	910
2020 Q2	$5K	Hold	52	–	–	﹤0.01%	620
2020 Q1	$5K	Hold	52	–	–	﹤0.01%	574
2019 Q4	$5K	Hold	52	–	–	﹤0.01%	607
2019 Q3	$5K	Buy	52 +26	+100%	+$2.38K	﹤0.01%	553
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	658
2019 Q1	$2K	Buy	+26	New	+$2.38K	﹤0.01%	654
2018 Q3	–	Sell	-45	Closed	-$4K	–	616
2018 Q2	$4K	Buy	+45	New	+$4.12K	﹤0.01%	564

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's BIL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 81% in Q2 2023, selling an estimated $70.8K and leaving 183 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

BerganKDV Wealth Management first reported a position in BIL in Q2 2018 and has held it in 9 quarters since. The position peaked at $87.8K in Q1 2023. 850 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

BerganKDV Wealth Management held 183 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16.8K as of Q2 2023.
BerganKDV Wealth Management sold 773 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $70.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #509 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and has held it in 9 quarters since.
BerganKDV Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $87.8K in Q1 2023.
850 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.