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Epic Trust Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Epic Trust Investment Advisors’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$416K Buy
+4,184
New +$415K 0.46% 54
2024
Q1 		– Sell
-2,215
Closed -$220K – 110
2023
Q4 		$220K Buy
+2,215
New +$220K 0.29% 94

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Epic Trust Investment Advisors's BILS Position: Q2 2024 in Review

Epic Trust Investment Advisors opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2024: 4,184 shares worth $416K. The stake represents 0.46% of the portfolio and ranks #54 among its holdings. This is a return to the name: Epic Trust Investment Advisors previously reported a position in BILS as recently as Q4 2023.

Epic Trust Investment Advisors first reported a position in BILS in Q4 2023 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold BILS as of Q2 2024.

  • Epic Trust Investment Advisors held 4,184 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $416K as of Q2 2024.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Epic Trust Investment Advisors position in Q2 2024.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.46% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #54 holding.
  • Epic Trust Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.