Financial Architects (New Jersey)’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$246K	Sell	2,475 -2,755	-53%	-$274K	0.04%	288
2023 Q1	$521K	Buy	5,230 +2,970	+131%	+$295K	0.08%	198
2022 Q4	$224K	Buy	+2,260	New	+$225K	0.04%	304

Other funds holding BILS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

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

Financial Architects (New Jersey) reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 53% in Q2 2023, selling an estimated $274K and leaving 2,475 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #288.

Financial Architects (New Jersey) first reported a position in BILS in Q4 2022 and has held it in 3 quarters since. The position peaked at $521K in Q1 2023. 180 funds tracked by Wall St. Rank hold BILS as of Q2 2023.

Financial Architects (New Jersey) held 2,475 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $246K as of Q2 2023.
Financial Architects (New Jersey) sold 2,755 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2023, an estimated $274K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #288 holding.
Financial Architects (New Jersey) first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 3 quarters since.
Financial Architects (New Jersey)'s State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $521K in Q1 2023.
180 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2023.

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