Keystone Financial Group (Kentucky)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-5,435	Closed	-$497K	–	295
2021 Q4	$497K	Sell	5,435 -509	-9%	-$46.5K	0.08%	164
2021 Q3	$544K	Sell	5,944 -276	-4%	-$25.2K	0.1%	152
2021 Q2	$569K	Sell	6,220 -1,378	-18%	-$126K	0.1%	149
2021 Q1	$695K	Sell	7,598 -10,453	-58%	-$957K	0.14%	132
2020 Q4	$1.65M	Sell	18,051 -6,957	-28%	-$637K	0.34%	69
2020 Q3	$2.29M	Buy	25,008 +10,054	+67%	+$920K	0.56%	39
2020 Q2	$1.37M	Buy	14,954 +5,104	+52%	+$467K	0.37%	62
2020 Q1	$903K	Sell	9,850 -116	-1%	-$10.6K	0.3%	77
2019 Q4	$911K	Buy	9,966 +3,951	+66%	+$362K	0.24%	95
2019 Q3	$551K	Buy	6,015 +2,791	+87%	+$255K	0.17%	111
2019 Q2	$295K	Buy	+3,224	New	+$295K	0.1%	165

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

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

CCMG

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Keystone Financial Group (Kentucky)'s BIL Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2022, closing a stake of 5,435 shares — an estimated $497K sold.

Keystone Financial Group (Kentucky) first reported a position in BIL in Q2 2019 and held it in 11 quarters. The position peaked at $2.29M in Q3 2020. 471 funds tracked by Wall St. Rank hold BIL as of Q1 2022.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,435 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2022, an estimated $497K.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 11 quarters.
Keystone Financial Group (Kentucky)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.29M in Q3 2020.
471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.