InterOcean Capital Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

InterOcean Capital Group’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	$353K	Sell	3,849 -399	-9%	-$36.5K	0.01%	360
2023 Q4	$388K	Buy	+4,248	New	+$389K	0.01%	335
2023 Q2	–	Sell	-2,593	Closed	-$238K	–	466
2023 Q1	$238K	Sell	2,593 -183,163	-99%	-$16.8M	0.01%	361
2022 Q4	$17M	Buy	+185,756	New	+$17M	0.62%	46

Other funds holding BIL

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

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

InterOcean Capital Group's BIL Position: Q1 2024 in Review

InterOcean Capital Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 9.4% in Q1 2024, selling an estimated $36.5K and leaving 3,849 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #360.

InterOcean Capital Group first reported a position in BIL in Q4 2022 and has held it in 4 quarters since. The position peaked at $17M in Q4 2022. 969 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

InterOcean Capital Group held 3,849 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $353K as of Q1 2024.
InterOcean Capital Group sold 399 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $36.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #360 holding.
InterOcean Capital Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 4 quarters since.
InterOcean Capital Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17M in Q4 2022.
969 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.