Financial Architects (New Jersey)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$449K	Sell	4,889 -1,757	-26%	-$161K	0.07%	220
2023 Q1	$610K	Sell	6,646 -697	-9%	-$63.9K	0.1%	182
2022 Q4	$672K	Buy	+7,343	New	+$672K	0.11%	178
2020 Q3	–	Sell	-1,000	Closed	-$92K	–	321
2020 Q2	$92K	Hold	1,000	–	–	0.02%	335
2020 Q1	$92K	Hold	1,000	–	–	0.03%	311
2019 Q4	$91K	Buy	+1,000	New	+$91.5K	0.02%	343

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Architects (New Jersey)'s BIL Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q2 2023, selling an estimated $161K and leaving 4,889 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #220.

Financial Architects (New Jersey) first reported a position in BIL in Q4 2019 and has held it in 6 quarters since. The position peaked at $672K in Q4 2022. 850 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

Financial Architects (New Jersey) held 4,889 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $449K as of Q2 2023.
Financial Architects (New Jersey) sold 1,757 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $161K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #220 holding.
Financial Architects (New Jersey) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 6 quarters since.
Financial Architects (New Jersey)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $672K in Q4 2022.
850 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.