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

Friedenthal 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
2025 Q1	–	Sell	-3,270	Closed	-$299K	–	225
2024 Q4	$299K	Sell	3,270 -19,538	-86%	-$1.79M	0.17%	101
2024 Q3	$2.09M	Buy	22,808 +21,557	+1,723%	+$1.98M	1.23%	18
2024 Q2	$115K	Sell	1,251 -1,158	-48%	-$106K	0.07%	123
2024 Q1	$221K	Sell	2,409 -4,849	-67%	-$444K	0.14%	104
2023 Q4	$663K	Sell	7,258 -7,190	-50%	-$658K	0.43%	85
2023 Q3	$1.33M	Buy	14,448 +6,532	+83%	+$599K	0.9%	26
2023 Q2	$727K	Buy	7,916 +4,919	+164%	+$451K	0.49%	60
2023 Q1	$275K	Sell	2,997 -16,700	-85%	-$1.53M	0.19%	97
2022 Q4	$1.8M	Sell	19,697 -330	-2%	-$30.2K	1.25%	20
2022 Q3	$1.83M	Buy	20,027 +15,996	+397%	+$1.46M	1.28%	28
2022 Q2	$369K	Buy	+4,031	New	+$369K	0.24%	52
2020 Q2	–	Sell	-39,002	Closed	-$3.57M	–	45
2020 Q1	$3.57M	Buy	+39,002	New	+$3.57M	3.4%	15
2019 Q2	–	Sell	-3,299	Closed	-$302K	–	61
2019 Q1	$302K	Sell	3,299 -47,513	-94%	-$4.35M	0.26%	51
2018 Q4	$4.65M	Buy	+50,812	New	+$4.65M	4.35%	7
2018 Q3	–	Sell	-4,606	Closed	-$422K	–	59
2018 Q2	$422K	Buy	+4,606	New	+$421K	0.36%	48

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Friedenthal Financial's BIL Position: Q1 2025 in Review

Friedenthal Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 3,270 shares — an estimated $299K sold.

Friedenthal Financial first reported a position in BIL in Q2 2018 and held it in 15 quarters. The position peaked at $4.65M in Q4 2018. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Friedenthal Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Friedenthal Financial sold 3,270 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $299K.
Friedenthal Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and held it in 15 quarters.
Friedenthal Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.65M in Q4 2018.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Friedenthal Financial's 13F filing for Q1 2025, filed 21 Apr 2025.