Janiczek Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Janiczek Wealth Management’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 Q2	$13.7K	Sell	149 -166	-53%	-$15.2K	﹤0.01%	618
2024 Q1	$28.9K	Buy	315 +149	+90%	+$13.6K	0.01%	502
2023 Q4	$15.2K	Sell	166 -239	-59%	-$21.9K	﹤0.01%	588
2023 Q3	$37.2K	Buy	405 +239	+144%	+$21.9K	0.01%	412
2023 Q2	$15.2K	Hold	166	–	–	﹤0.01%	492
2023 Q1	$15.2K	Sell	166 -488	-75%	-$44.7K	﹤0.01%	496
2022 Q4	$59.9K	Hold	654	–	–	0.02%	287
2022 Q3	$60K	Hold	654	–	–	0.02%	278
2022 Q2	$60K	Buy	+654	New	+$59.8K	0.02%	279

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janiczek Wealth Management's BIL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 53% in Q2 2024, selling an estimated $15.2K and leaving 149 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Janiczek Wealth Management first reported a position in BIL in Q2 2022 and has held it in 9 quarters since. The position peaked at $60K in Q3 2022. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Janiczek Wealth Management held 149 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.7K as of Q2 2024.
Janiczek Wealth Management sold 166 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $15.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #618 holding.
Janiczek Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 9 quarters since.
Janiczek Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $60K in Q3 2022.
1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.