FWM
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Frontier Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Frontier Wealth Management’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
Q2 		$67.4M Sell
736,225
-682,948
-48% -$62.4M 4.89% 2
2022
Q1 		$130M Sell
1,419,173
-50,226
-3% -$4.59M 1.62% 2
2021
Q4 		$134M Sell
1,469,399
-21,642
-1% -$1.98M 8.86% 1
2021
Q3 		$136M Sell
1,491,041
-58,208
-4% -$5.32M 9.41% 1
2021
Q2 		$142M Sell
1,549,249
-118,915
-7% -$10.9M 9.92% 1
2021
Q1 		$153M Sell
1,668,164
-46,448
-3% -$4.25M 11.71% 1
2020
Q4 		$157M Sell
1,714,612
-77,037
-4% -$7.05M 12.84% 1
2020
Q3 		$164M Buy
1,791,649
+67,568
+4% +$6.18M 15.03% 1
2020
Q2 		$158M Buy
+1,724,081
New +$158M 14.49% 1

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return