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

Greystone Financial Group’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
2024 Q1	–	Sell	-86,001	Closed	-$7.86M	–	109
2023 Q4	$7.86M	Sell	86,001 -31,249	-27%	-$2.86M	1.82%	21
2023 Q3	$10.8M	Buy	117,250 +5,466	+5%	+$501K	2.69%	7
2023 Q2	$10.3M	Buy	+111,784	New	+$10.2M	2.38%	7
2021 Q3	–	Sell	-31,725	Closed	-$2.9M	–	84
2021 Q2	$2.9M	Sell	31,725 -11,889	-27%	-$1.09M	0.72%	47
2021 Q1	$3.99M	Sell	43,614 -474	-1%	-$43.4K	1%	44
2020 Q4	$4.04M	Buy	+44,088	New	+$4.04M	1.1%	38

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

CWP

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

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

Greystone Financial Group's BIL Position: Q1 2024 in Review

Greystone Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 86,001 shares — an estimated $7.86M sold.

Greystone Financial Group first reported a position in BIL in Q4 2020 and held it in 6 quarters. The position peaked at $10.8M in Q3 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Greystone Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Greystone Financial Group sold 86,001 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $7.86M.
Greystone Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 6 quarters.
Greystone Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.8M in Q3 2023.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Greystone Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.