FWA
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FOCUS Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

FOCUS Wealth Advisors’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
2022
Q3 		– Sell
-3,830
Closed -$350K – 48
2022
Q2 		$350K Hold
3,830
– – 0.24% 39
2022
Q1 		$350K Sell
3,830
-820
-18% -$75K 0.21% 39
2021
Q4 		$425K Hold
4,650
– – 0.25% 37
2021
Q3 		$425K Sell
4,650
-1,094
-19% -$100K 0.29% 37
2021
Q2 		$525K Sell
5,744
-2,469
-30% -$226K 0.37% 35
2021
Q1 		$752K Sell
8,213
-1,957
-19% -$179K 0.55% 29
2020
Q4 		$931K Buy
+10,170
New +$931K 0.72% 29

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return