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IPG Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

IPG Investment Advisors’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48,000
Closed -$4.77M – 201
2023
Q3 		$4.77M Buy
+48,000
New +$4.76M 1.05% 29

Other funds holding BILS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IPG Investment Advisors's BILS Position: Q4 2023 in Review

IPG Investment Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2023, closing a stake of 48,000 shares — an estimated $4.77M sold.

IPG Investment Advisors first reported a position in BILS in Q3 2023 and held it in 1 quarter. The position peaked at $4.77M in Q3 2023. 232 funds tracked by Wall St. Rank hold BILS as of Q4 2023.

  • IPG Investment Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 48,000 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2023, an estimated $4.77M.
  • IPG Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2023 and held it in 1 quarter.
  • IPG Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.77M in Q3 2023.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2023.

Based on IPG Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.