Cumberland Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Cumberland Partners’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
2024 Q2	–	Sell	-2,245	Closed	-$206K	–	174
2024 Q1	$206K	Sell	2,245 -390	-15%	-$35.7K	0.02%	185
2023 Q4	$242K	Hold	2,635	–	–	0.02%	173
2023 Q3	$242K	Buy	+2,635	New	+$241K	0.02%	166
2023 Q1	–	Sell	-2,935	Closed	-$268K	–	165
2022 Q4	$268K	Buy	+2,935	New	+$269K	0.03%	157
2022 Q1	–	Sell	-8,045	Closed	-$736K	–	177
2021 Q4	$736K	Sell	8,045 -328	-4%	-$30K	0.05%	140
2021 Q3	$766K	Buy	+8,373	New	+$766K	0.06%	135
2021 Q2	–	Sell	-8,841	Closed	-$809K	–	181
2021 Q1	$809K	Sell	8,841 -785	-8%	-$71.8K	0.07%	134
2020 Q4	$881K	Sell	9,626 -3,525	-27%	-$323K	0.08%	124
2020 Q3	$1.2M	Sell	13,151 -111,070	-89%	-$10.2M	0.13%	90
2020 Q2	$11.4M	Sell	124,221 -18,015	-13%	-$1.65M	1.18%	29
2020 Q1	$13M	Buy	142,236 +138,228	+3,449%	+$12.7M	1.57%	27
2019 Q4	$366K	Buy	+4,008	New	+$367K	0.03%	146

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CWP

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cumberland Partners's BIL Position: Q2 2024 in Review

Cumberland Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 2,245 shares — an estimated $206K sold.

Cumberland Partners first reported a position in BIL in Q4 2019 and held it in 12 quarters. The position peaked at $13M in Q1 2020. 1,028 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Cumberland Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Cumberland Partners sold 2,245 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $206K.
Cumberland Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 12 quarters.
Cumberland Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13M in Q1 2020.
1,028 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Cumberland Partners's 13F filing for Q2 2024, filed 13 Aug 2024.