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

FourThought Financial’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 Q1	–	Sell	-9	Closed	-$1K	–	1460
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	1416
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	1419
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	1415
2021 Q1	$1K	Buy	+9	New	+$824	﹤0.01%	1373

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

FourThought Financial's BIL Position: Q1 2022 in Review

FourThought Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

FourThought Financial first reported a position in BIL in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 471 funds tracked by Wall St. Rank hold BIL as of Q1 2022.

FourThought Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 9 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2022, an estimated $1K.
FourThought Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and held it in 4 quarters.
FourThought Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1K in Q4 2021.
471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.