IBEX 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
2021
Q4
Sell
-263
Closed -$24K 212
2021
Q3
$24K Buy
+263
New +$24.1K ﹤0.01% 309
2020
Q3
Sell
-17,817
Closed -$1.63M 97
2020
Q2
$1.63M Buy
+17,817
New +$1.63M 0.52% 72

Other funds holding BIL

IBEX Wealth Advisors's BIL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2021, closing a stake of 263 shares — an estimated $24K sold.

IBEX Wealth Advisors first reported a position in BIL in Q2 2020 and held it in 2 quarters. The position peaked at $1.63M in Q2 2020. 428 funds tracked by Wall St. Rank hold BIL as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 263 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2021, an estimated $24K.
  • IBEX Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 2 quarters.
  • IBEX Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.63M in Q2 2020.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.