FormulaFolio Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

FormulaFolio Investments’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
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	422
2021 Q1	$2K	Sell	18 -65,640	-100%	-$6.01M	﹤0.01%	390
2020 Q4	$6.01M	Buy	+65,658	New	+$6.01M	0.13%	130

Other funds holding BIL

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

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

FormulaFolio Investments's BIL Position: Q2 2021 in Review

FormulaFolio Investments held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2021 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

FormulaFolio Investments first reported a position in BIL in Q4 2020 and has held it in 3 quarters since. The position peaked at $6.01M in Q4 2020. 383 funds tracked by Wall St. Rank hold BIL as of Q2 2021.

FormulaFolio Investments held 18 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2K as of Q2 2021.
FormulaFolio Investments left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2021.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #422 holding.
FormulaFolio Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 3 quarters since.
FormulaFolio Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.01M in Q4 2020.
383 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.