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

Clearview 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
2023 Q3	–	Sell	-670	Closed	-$61.5K	–	170
2023 Q2	$61.5K	Hold	670	–	–	0.06%	182
2023 Q1	$61.5K	Hold	670	–	–	0.06%	186
2022 Q4	$61.3K	Sell	670 -2,200	-77%	-$201K	0.05%	158
2022 Q3	$263K	Buy	2,870 +2,200	+328%	+$201K	0.21%	73
2022 Q2	$61K	Hold	670	–	–	0.05%	162
2022 Q1	$61K	Sell	670 -2,005	-75%	-$183K	0.04%	180
2021 Q4	$245K	Sell	2,675 -882	-25%	-$80.6K	0.15%	99
2021 Q3	$325K	Hold	3,557	–	–	0.21%	92
2021 Q2	$325K	Hold	3,557	–	–	0.2%	88
2021 Q1	$325K	Sell	3,557 -134	-4%	-$12.3K	0.21%	90
2020 Q4	$338K	Buy	+3,691	New	+$338K	0.23%	80

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clearview Wealth Advisors's BIL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 670 shares — an estimated $61.5K sold.

Clearview Wealth Advisors first reported a position in BIL in Q4 2020 and held it in 11 quarters. The position peaked at $338K in Q4 2020. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 670 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $61.5K.
Clearview Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $338K in Q4 2020.
865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.