First Personal Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

First Personal Financial Services’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	–	Sell	-104	Closed	-$9.55K	–	380
2023 Q1	$9.55K	Buy	+104	New	+$9.53K	﹤0.01%	325
2019 Q3	–	Sell	-10,659	Closed	-$976K	–	562
2019 Q2	$976K	Hold	10,659	–	–	0.28%	78
2019 Q1	$976K	Hold	10,659	–	–	0.3%	74
2018 Q4	$975K	Buy	+10,659	New	+$975K	0.34%	69

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Personal Financial Services's BIL Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2023, closing a stake of 104 shares — an estimated $9.55K sold.

First Personal Financial Services first reported a position in BIL in Q4 2018 and held it in 4 quarters. The position peaked at $976K in Q2 2019. 849 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

First Personal Financial Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 104 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $9.55K.
First Personal Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 4 quarters.
First Personal Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $976K in Q2 2019.
849 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.