Cardinal Point Wealth Management Partners’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
2023
Q1
$201K Hold
2,190
0.06% 79
2022
Q4
$200K Hold
2,190
0.07% 68
2022
Q3
$200K Buy
+2,190
New +$200K 0.1% 48

Other funds holding BIL

Cardinal Point Wealth Management Partners's BIL Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q1 2023 at 2,190 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #79.

Cardinal Point Wealth Management Partners first reported a position in BIL in Q3 2022 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold BIL as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 2,190 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $201K as of Q1 2023.
  • Cardinal Point Wealth Management Partners left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q1 2023.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #79 holding.
  • Cardinal Point Wealth Management Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.