Harvest Investment Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Harvest Investment Services’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 Q4	–	Sell	-12,230	Closed	-$1.12M	–	294
2024 Q3	$1.12M	Hold	12,230	–	–	0.36%	76
2024 Q2	$1.12M	Buy	+12,230	New	+$1.12M	0.45%	57
2023 Q1	–	Sell	-3,381	Closed	-$309K	–	131
2022 Q4	$309K	Buy	+3,381	New	+$309K	0.33%	87

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

CWP

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Harvest Investment Services's BIL Position: Q4 2024 in Review

Harvest Investment Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 12,230 shares — an estimated $1.12M sold.

Harvest Investment Services first reported a position in BIL in Q4 2022 and held it in 3 quarters. The position peaked at $1.12M in Q3 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Harvest Investment Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Harvest Investment Services sold 12,230 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $1.12M.
Harvest Investment Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 3 quarters.
Harvest Investment Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.12M in Q3 2024.
1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Harvest Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.