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

Centric 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
2024
Q2 		– Sell
-8,582
Closed -$788K – 161
2024
Q1 		$788K Buy
+8,582
New +$786K 0.25% 77

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Centric Wealth Management's BIL Position: Q2 2024 in Review

Centric Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 8,582 shares — an estimated $788K sold.

Centric Wealth Management first reported a position in BIL in Q1 2024 and held it in 1 quarter. The position peaked at $788K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

  • Centric Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Centric Wealth Management sold 8,582 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $788K.
  • Centric Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 1 quarter.
  • Centric Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $788K 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 Centric Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.