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

Insight Wealth Strategies’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 Q1	–	Sell	-206,696	Closed	-$18.9M	–	161
2023 Q4	$18.9M	Buy	206,696 +23,200	+13%	+$2.12M	3.05%	13
2023 Q3	$16.8M	Buy	+183,496	New	+$16.8M	3.25%	12
2020 Q1	–	Sell	-3,770	Closed	-$345K	–	157
2019 Q4	$345K	Sell	3,770 -570	-13%	-$52.2K	0.07%	160
2019 Q3	$397K	Sell	4,340 -7,322	-63%	-$670K	0.09%	134
2019 Q2	$1.07M	Sell	11,662 -124,967	-91%	-$11.4M	0.26%	61
2019 Q1	$12.5M	Buy	136,629 +2,468	+2%	+$226K	3.5%	10
2018 Q4	$12.3M	Buy	+134,161	New	+$12.3M	3.76%	11

Other funds holding BIL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Wealth Strategies's BIL Position: Q1 2024 in Review

Insight Wealth Strategies sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 206,696 shares — an estimated $18.9M sold.

Insight Wealth Strategies first reported a position in BIL in Q4 2018 and held it in 7 quarters. The position peaked at $18.9M in Q4 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Insight Wealth Strategies reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Insight Wealth Strategies sold 206,696 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $18.9M.
Insight Wealth Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 7 quarters.
Insight Wealth Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.9M in Q4 2023.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.