Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Householder Group Estate & Retirement Specialist’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	-158	Closed	-$14K	–	598
2024 Q3	$14K	Hold	158	–	–	﹤0.01%	760
2024 Q2	$14K	Hold	158	–	–	﹤0.01%	740
2024 Q1	$14.5K	Sell	158 -322	-67%	-$29.5K	﹤0.01%	735
2023 Q4	$43K	Buy	480 +77	+19%	+$7.05K	0.01%	486
2023 Q3	$37K	Buy	+403	New	+$36.9K	0.01%	509
2023 Q1	$34K	Buy	+374	New	+$34.3K	0.01%	515
2022 Q4	–	Sell	-760	Closed	-$69K	–	401
2022 Q3	$69K	Buy	+760	New	+$69.5K	0.03%	331

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 $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's BIL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 158 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in BIL in Q3 2022 and held it in 7 quarters. The position peaked at $69K in Q3 2022. 1,126 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 158 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $69K in Q3 2022.
1,126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.