HHM Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-109
Closed -$10K 748
2023
Q3
$10K Hold
109
﹤0.01% 506
2023
Q2
$10K Buy
+109
New +$9.99K ﹤0.01% 531

Other funds holding BIL

HHM Wealth Advisors's BIL Position: Q4 2023 in Review

HHM Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2023, closing a stake of 109 shares — an estimated $10K sold.

HHM Wealth Advisors first reported a position in BIL in Q2 2023 and held it in 2 quarters. The position peaked at $10K in Q3 2023. 980 funds tracked by Wall St. Rank hold BIL as of Q4 2023.

  • HHM Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 109 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2023, an estimated $10K.
  • HHM Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 2 quarters.
  • HHM Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10K in Q3 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 HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.