Circle 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
2020
Q3
Sell
-3,042
Closed -$278K 202
2020
Q2
$278K Buy
+3,042
New +$278K 0.05% 157
2020
Q1
Sell
-2,502
Closed -$229K 196
2019
Q4
$229K Buy
+2,502
New +$229K 0.04% 166

Other funds holding BIL

Circle Wealth Management's BIL Position: Q3 2020 in Review

Circle Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2020, closing a stake of 3,042 shares — an estimated $278K sold.

Circle Wealth Management first reported a position in BIL in Q4 2019 and held it in 2 quarters. The position peaked at $278K in Q2 2020. 380 funds tracked by Wall St. Rank hold BIL as of Q3 2020.

  • Circle Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2020 after selling out during the quarter.
  • Circle Wealth Management sold 3,042 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2020, an estimated $278K.
  • Circle Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 2 quarters.
  • Circle Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $278K in Q2 2020.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2020.

Based on Circle Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.