H&H Retirement Design & Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

H&H Retirement Design & 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
2023 Q4	–	Sell	-172,791	Closed	-$15.8M	–	63
2023 Q3	$15.8M	Sell	172,791 -1,766	-1%	-$162K	10.95%	2
2023 Q2	$16M	Sell	174,557 -22,716	-12%	-$2.08M	10.62%	3
2023 Q1	$18.1M	Buy	+197,273	New	+$18.1M	11.51%	2

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's BIL Position: Q4 2023 in Review

H&H Retirement Design & Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2023, closing a stake of 172,791 shares — an estimated $15.8M sold.

H&H Retirement Design & Management first reported a position in BIL in Q1 2023 and held it in 3 quarters. The position peaked at $18.1M in Q1 2023. 980 funds tracked by Wall St. Rank hold BIL as of Q4 2023.

H&H Retirement Design & Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 172,791 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2023, an estimated $15.8M.
H&H Retirement Design & Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 3 quarters.
H&H Retirement Design & Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.1M in Q1 2023.
980 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2023.

Based on H&H Retirement Design & Management's 13F filing for Q4 2023, filed 9 Feb 2024.