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

Boston Financial 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
2024 Q4	$784K	Hold	8,576	–	–	0.02%	212
2024 Q3	$787K	Hold	8,576	–	–	0.02%	212
2024 Q2	$787K	Sell	8,576 -203	-2%	-$18.6K	0.03%	211
2024 Q1	$806K	Buy	8,779 +4	+0%	+$366	0.03%	214
2023 Q4	$802K	Hold	8,775	–	–	0.03%	203
2023 Q3	$806K	Hold	8,775	–	–	0.03%	189
2023 Q2	$806K	Hold	8,775	–	–	0.03%	200
2023 Q1	$806K	Sell	8,775 -2,763	-24%	-$253K	0.03%	189
2022 Q4	$1.06M	Sell	11,538 -2,230	-16%	-$204K	0.04%	175
2022 Q3	$1.26M	Sell	13,768 -1,753	-11%	-$160K	0.05%	155
2022 Q2	$1.42M	Sell	15,521 -2,503	-14%	-$229K	0.06%	138
2022 Q1	$1.65M	Buy	18,024 +107	+0.6%	+$9.78K	0.06%	135
2021 Q4	$1.64M	Buy	17,917 +1,650	+10%	+$151K	0.06%	124
2021 Q3	$1.49M	Buy	+16,267	New	+$1.49M	0.06%	124
2020 Q3	–	Sell	-10,752	Closed	-$984K	–	239
2020 Q2	$984K	Sell	10,752 -12,105	-53%	-$1.11M	0.05%	124
2020 Q1	$2.09M	Sell	22,857 -174,072	-88%	-$15.9M	0.13%	90
2019 Q4	$18M	Buy	+196,929	New	+$18M	0.99%	37

Other funds holding BIL

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

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

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

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

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

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

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Boston Financial Management's BIL Position: Q4 2024 in Review

Boston Financial Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q4 2024 at 8,576 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #212.

Boston Financial Management first reported a position in BIL in Q4 2019 and has held it in 17 quarters since. The position peaked at $18M in Q4 2019. 1,126 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Boston Financial Management held 8,576 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $784K as of Q4 2024.
Boston Financial Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q4 2024.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #212 holding.
Boston Financial Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 17 quarters since.
Boston Financial Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18M in Q4 2019.
1,126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.