Johnson Midwest Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Johnson Midwest Financial’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
2022 Q3	–	Sell	-1,036	Closed	-$95K	–	327
2022 Q2	$95K	Sell	1,036 -2	-0.2%	-$183	0.13%	56
2022 Q1	$95K	Hold	1,038	–	–	0.13%	51
2021 Q4	$95K	Hold	1,038	–	–	0.07%	56
2021 Q3	$95K	Sell	1,038 -3,861	-79%	-$353K	0.08%	57
2021 Q2	$448K	Sell	4,899 -698	-12%	-$63.9K	0.44%	16
2021 Q1	$512K	Sell	5,597 -1,317	-19%	-$121K	0.54%	14
2020 Q4	$633K	Buy	+6,914	New	+$633K	0.6%	14

Other funds holding BIL

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Johnson Midwest Financial's BIL Position: Q3 2022 in Review

Johnson Midwest Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2022, closing a stake of 1,036 shares — an estimated $95K sold.

Johnson Midwest Financial first reported a position in BIL in Q4 2020 and held it in 7 quarters. The position peaked at $633K in Q4 2020. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2022.

Johnson Midwest Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2022 after selling out during the quarter.
Johnson Midwest Financial sold 1,036 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2022, an estimated $95K.
Johnson Midwest Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 7 quarters.
Johnson Midwest Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $633K in Q4 2020.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2022.

Based on Johnson Midwest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.