Integrated Wealth Management (Palm Desert)’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
2015
Q4
Sell
-3,514
Closed -$321K 1303
2015
Q3
$321K Buy
+3,514
New +$321K 0.14% 130
2015
Q2
Sell
-430
Closed -$39K 1357
2015
Q1
$39K Buy
+430
New +$39.3K 0.02% 428

Other funds holding BIL

Integrated Wealth Management (Palm Desert)'s BIL Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2015, closing a stake of 3,514 shares — an estimated $321K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BIL in Q1 2015 and held it in 2 quarters. The position peaked at $321K in Q3 2015. 69 funds tracked by Wall St. Rank hold BIL as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,514 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2015, an estimated $321K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $321K in Q3 2015.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.