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Everhart Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Everhart Financial Group’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
Q3 		– Sell
-3,197
Closed -$293K – 318
2024
Q2 		$293K Buy
3,197
+72
+2% +$6.6K 0.08% 228
2024
Q1 		$287K Sell
3,125
-782
-20% -$71.6K 0.08% 219
2023
Q4 		$357K Sell
3,907
-55
-1% -$5.04K 0.13% 154
2023
Q3 		$364K Buy
3,962
+53
+1% +$4.86K 0.15% 125
2023
Q2 		$359K Hold
3,909
– – 0.15% 135
2023
Q1 		$359K Sell
3,909
-335
-8% -$30.7K 0.16% 117
2022
Q4 		$388K Sell
4,244
-294
-6% -$26.9K 0.2% 97
2022
Q3 		$416K Sell
4,538
-590
-12% -$54K 0.23% 84
2022
Q2 		$469K Sell
5,128
-1,706
-25% -$156K 0.29% 79
2022
Q1 		$625K Sell
6,834
-504
-7% -$46.1K 0.36% 56
2021
Q4 		$671K Buy
7,338
+3,726
+103% +$341K 0.41% 51
2021
Q3 		$330K Buy
3,612
+631
+21% +$57.7K 0.23% 78
2021
Q2 		$273K Sell
2,981
-2,242
-43% -$205K 0.19% 79
2021
Q1 		$478K Buy
5,223
+614
+13% +$56.2K 0.42% 48
2020
Q4 		$422K Buy
+4,609
New +$422K 0.39% 48

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Everhart Financial Group's BIL Position: Q3 2024 in Review

Everhart Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 3,197 shares — an estimated $293K sold.

Everhart Financial Group first reported a position in BIL in Q4 2020 and held it in 15 quarters. The position peaked at $671K in Q4 2021. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Everhart Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Everhart Financial Group sold 3,197 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $293K.
  • Everhart Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 15 quarters.
  • Everhart Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $671K in Q4 2021.
  • 1,043 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Everhart Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.