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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,756
Closed -$345K 89
2024
Q2
$345K Hold
3,756
0.14% 64
2024
Q1
$345K Sell
3,756
-4,986
-57% -$457K 0.14% 65
2023
Q4
$799K Sell
8,742
-304
-3% -$27.8K 0.35% 43
2023
Q3
$831K Sell
9,046
-8,821
-49% -$808K 0.4% 41
2023
Q2
$1.64M Buy
+17,867
New +$1.64M 0.85% 30

Other funds holding BIL

Brown Wealth Management's BIL Position: Q3 2024 in Review

Brown Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 3,756 shares — an estimated $345K sold.

Brown Wealth Management first reported a position in BIL in Q2 2023 and held it in 5 quarters. The position peaked at $1.64M in Q2 2023. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Brown Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Wealth Management sold 3,756 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $345K.
  • Brown Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 5 quarters.
  • Brown Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.64M in Q2 2023.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Brown Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.