DB Wealth Management Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.67M Sell
26,986
-4,624
-15% -$459K 1.52% 15
2023
Q3
$3.14M Sell
31,610
-1,017
-3% -$101K 1.98% 12
2023
Q2
$3.25M Sell
32,627
-47
-0.1% -$4.67K 1.99% 13
2023
Q1
$3.25M Buy
32,674
+34
+0.1% +$3.38K 2.05% 12
2022
Q4
$3.24M Buy
+32,640
New +$3.24M 2.1% 12

Other funds holding BILS

DB Wealth Management Group's BILS Position: Q4 2023 in Review

DB Wealth Management Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 15% in Q4 2023, selling an estimated $459K and leaving 26,986 shares worth $2.67M. The position accounts for 1.52% of the portfolio, ranked #15.

DB Wealth Management Group first reported a position in BILS in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.25M in Q1 2023. 232 funds tracked by Wall St. Rank hold BILS as of Q4 2023.

  • DB Wealth Management Group held 26,986 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.67M as of Q4 2023.
  • DB Wealth Management Group sold 4,624 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2023, an estimated $459K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 1.52% of DB Wealth Management Group's portfolio in Q4 2023, its #15 holding.
  • DB Wealth Management Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 5 quarters since.
  • DB Wealth Management Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.25M in Q1 2023.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.