Interactive Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Interactive Financial Advisors’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
2023 Q2	–	Sell	-28,463	Closed	-$2.61M	–	81
2023 Q1	$2.61M	Sell	28,463 -186	-0.6%	-$17K	1.68%	14
2022 Q4	$2.62M	Buy	28,649 +19,808	+224%	+$1.81M	1.57%	18
2022 Q3	$810K	Buy	+8,841	New	+$809K	0.47%	40

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Interactive Financial Advisors's BIL Position: Q2 2023 in Review

Interactive Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2023, closing a stake of 28,463 shares — an estimated $2.61M sold.

Interactive Financial Advisors first reported a position in BIL in Q3 2022 and held it in 3 quarters. The position peaked at $2.62M in Q4 2022. 850 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

Interactive Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2023 after selling out during the quarter.
Interactive Financial Advisors sold 28,463 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $2.61M.
Interactive Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and held it in 3 quarters.
Interactive Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.62M in Q4 2022.
850 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on Interactive Financial Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.