Clear Perspectives Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Other funds holding BIL
Clear Perspectives Financial Planning's BIL Position: Q1 2023 in Review
Clear Perspectives Financial Planning reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 56% in Q1 2023, selling an estimated $3.28M and leaving 27,633 shares worth $2.54M. The position accounts for 1.42% of the portfolio, ranked #18.
Clear Perspectives Financial Planning first reported a position in BIL in Q1 2022 and has held it in 5 quarters since. The position peaked at $26.5M in Q2 2022. 791 funds tracked by Wall St. Rank hold BIL as of Q1 2023.
- Clear Perspectives Financial Planning held 27,633 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.54M as of Q1 2023.
- Clear Perspectives Financial Planning sold 35,750 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2023, an estimated $3.28M.
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.42% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #18 holding.
- Clear Perspectives Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 5 quarters since.
- Clear Perspectives Financial Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $26.5M in Q2 2022.
- 791 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.
Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.