Jaffetilchin Investment Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Jaffetilchin Investment Partners’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	-5,643	Closed	-$516K	–	365
2023 Q4	$516K	Buy	5,643 +100	+2%	+$9.16K	0.05%	214
2023 Q3	$509K	Buy	5,543 +70	+1%	+$6.42K	0.06%	193
2023 Q2	$503K	Sell	5,473 -294	-5%	-$26.9K	0.05%	200
2023 Q1	$529K	Buy	5,767 +394	+7%	+$36.1K	0.06%	193
2022 Q4	$491K	Sell	5,373 -2,127	-28%	-$195K	0.06%	204
2022 Q3	$687K	Buy	7,500 +5,304	+242%	+$485K	0.09%	141
2022 Q2	$201K	Buy	+2,196	New	+$201K	0.02%	305

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 $83.7B AUM 27.22% 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

Jaffetilchin Investment Partners's BIL Position: Q1 2024 in Review

Jaffetilchin Investment Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 5,643 shares — an estimated $516K sold.

Jaffetilchin Investment Partners first reported a position in BIL in Q2 2022 and held it in 7 quarters. The position peaked at $687K in Q3 2022. 967 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Jaffetilchin Investment Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 5,643 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $516K.
Jaffetilchin Investment Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 7 quarters.
Jaffetilchin Investment Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $687K in Q3 2022.
967 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.