Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-81	Closed	-$8K	–	600
2024 Q3	$8K	Buy	81 +1	+1%	+$99	﹤0.01%	845
2024 Q2	$7K	Buy	+80	New	+$7.93K	﹤0.01%	873

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2024, closing a stake of 81 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in BILS in Q2 2024 and held it in 2 quarters. The position peaked at $8K in Q3 2024. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 81 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $8K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $8K in Q3 2024.
263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 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.