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

Buckingham Strategic Wealth’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 Q2	$1.13M	Sell	12,279 -6,634	-35%	-$608K	0.01%	318
2024 Q1	$1.74M	Buy	18,913 +1,894	+11%	+$173K	0.02%	257
2023 Q4	$1.56M	Buy	17,019 +9,564	+128%	+$876K	0.02%	266
2023 Q3	$685K	Buy	7,455 +283	+4%	+$25.9K	0.01%	354
2023 Q2	$659K	Buy	7,172 +41	+0.6%	+$3.76K	0.01%	361
2023 Q1	$652K	Hold	7,131	–	–	0.01%	326
2022 Q4	$652K	Buy	7,131 +282	+4%	+$25.8K	0.01%	328
2022 Q3	$627K	Sell	6,849 -1,559	-19%	-$143K	0.01%	318
2022 Q2	$769K	Buy	8,408 +5,293	+170%	+$484K	0.02%	292
2022 Q1	$285K	Buy	+3,115	New	+$285K	0.01%	485

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

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

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

CWP

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Buckingham Strategic Wealth's BIL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 35% in Q2 2024, selling an estimated $608K and leaving 12,279 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #318.

Buckingham Strategic Wealth first reported a position in BIL in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.74M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Buckingham Strategic Wealth held 12,279 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.13M as of Q2 2024.
Buckingham Strategic Wealth sold 6,634 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $608K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #318 holding.
Buckingham Strategic Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 10 quarters since.
Buckingham Strategic Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.74M in Q1 2024.
1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.