Connectus Wealth’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
2024
Q1
$9.1M Buy
99,098
+1,330
+1% +$122K 0.25% 90
2023
Q4
$8.94M Buy
97,768
+12,914
+15% +$1.18M 0.18% 115
2023
Q3
$7.79M Buy
+84,854
New +$7.78M 0.17% 128

Other funds holding BIL

Connectus Wealth's BIL Position: Q1 2024 in Review

Connectus Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.4% in Q1 2024, buying an estimated $122K and bringing the position to 99,098 shares worth $9.1M. The position accounts for 0.25% of the portfolio, ranked #90.

Connectus Wealth first reported a position in BIL in Q3 2023 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

  • Connectus Wealth held 99,098 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.1M as of Q1 2024.
  • Connectus Wealth bought 1,330 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $122K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Connectus Wealth's portfolio in Q1 2024, its #90 holding.
  • Connectus Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 3 quarters since.
  • 966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.