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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-60
Closed -$5K 1822
2021
Q4
$5K Buy
+60
New +$5.49K ﹤0.01% 783
2020
Q4
Sell
-35
Closed -$3K 577
2020
Q3
$3K Buy
35
+34
+3,400% +$3.11K ﹤0.01% 476
2020
Q2
$0 Buy
+1
New +$92 ﹤0.01% 530

Other funds holding BIL

JFS Wealth Advisors's BIL Position: Q1 2022 in Review

JFS Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2022, closing a stake of 60 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in BIL in Q2 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 471 funds tracked by Wall St. Rank hold BIL as of Q1 2022.

  • JFS Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 60 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2022, an estimated $5K.
  • JFS Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 3 quarters.
  • JFS Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5K in Q4 2021.
  • 471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.