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

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-2,122
Closed -$194K – 184
2019
Q2 		$194K Sell
2,122
-19,337
-90% -$1.77M 0.14% 112
2019
Q1 		$1.97M Buy
21,459
+19,459
+973% +$1.78M 1.47% 14
2018
Q4 		$183K Hold
2,000
– – 0.29% 89
2018
Q3 		$183K Buy
+2,000
New +$183K 0.12% 143

Other funds holding BIL

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's BIL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2019, closing a stake of 2,122 shares — an estimated $194K sold.

Clarus Wealth Advisors first reported a position in BIL in Q3 2018 and held it in 4 quarters. The position peaked at $1.97M in Q1 2019. 313 funds tracked by Wall St. Rank hold BIL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,122 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2019, an estimated $194K.
  • Clarus Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.97M in Q1 2019.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.