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Frontier Asset Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Frontier Asset Management’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,269
Closed -$225K – 61
2023
Q4 		$225K Buy
+2,269
New +$225K 0.08% 56

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Frontier Asset Management's BILS Position: Q1 2024 in Review

Frontier Asset Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2024, closing a stake of 2,269 shares — an estimated $225K sold.

Frontier Asset Management first reported a position in BILS in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 244 funds tracked by Wall St. Rank hold BILS as of Q1 2024.

  • Frontier Asset Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Frontier Asset Management sold 2,269 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2024, an estimated $225K.
  • Frontier Asset Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 1 quarter.
  • Frontier Asset Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $225K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2024.

Based on Frontier Asset Management's 13F filing for Q1 2024, filed 14 May 2024.