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Homrich & Berg’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Homrich & Berg’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
2021
Q1 		– Sell
-21,577
Closed -$1.98M – 416
2020
Q4 		$1.98M Buy
+21,577
New +$1.97M 0.06% 121

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homrich & Berg's BIL Position: Q1 2021 in Review

Homrich & Berg sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2021, closing a stake of 21,577 shares — an estimated $1.98M sold.

Homrich & Berg first reported a position in BIL in Q4 2020 and held it in 1 quarter. The position peaked at $1.98M in Q4 2020. 402 funds tracked by Wall St. Rank hold BIL as of Q1 2021.

  • Homrich & Berg reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2021 after selling out during the quarter.
  • Homrich & Berg sold 21,577 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2021, an estimated $1.98M.
  • Homrich & Berg first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 1 quarter.
  • Homrich & Berg's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.98M in Q4 2020.
  • 402 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2021.

Based on Homrich & Berg's 13F filing for Q1 2021, filed 17 May 2021.