Knowledge Leaders Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Knowledge Leaders Capital’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
2023 Q3	–	Sell	-54,174	Closed	-$4.97M	–	68
2023 Q2	$4.97M	Buy	+54,174	New	+$4.96M	5.71%	5
2022 Q4	–	Sell	-11,059	Closed	-$1.01M	–	101
2022 Q3	$1.01M	Sell	11,059 -281	-2%	-$25.7K	1.29%	12
2022 Q2	$1.04M	Sell	11,340 -505	-4%	-$46.2K	1%	34
2022 Q1	$1.08M	Buy	11,845 +8,309	+235%	+$760K	0.78%	51
2021 Q4	$323K	Sell	3,536 -12,254	-78%	-$1.12M	0.24%	114
2021 Q3	$1.44M	Buy	+15,790	New	+$1.44M	1.17%	17
2019 Q3	–	Sell	-8,429	Closed	-$772K	–	27
2019 Q2	$772K	Buy	8,429 +114	+1%	+$10.4K	3.4%	12
2019 Q1	$762K	Buy	+8,315	New	+$761K	3.23%	14
2018 Q4	–	Sell	-127,320	Closed	-$11.7M	–	46
2018 Q3	$11.7M	Buy	+127,320	New	+$11.7M	9.94%	2

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

CWP

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

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

Knowledge Leaders Capital's BIL Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 54,174 shares — an estimated $4.97M sold.

Knowledge Leaders Capital first reported a position in BIL in Q3 2018 and held it in 9 quarters. The position peaked at $11.7M in Q3 2018. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

Knowledge Leaders Capital reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 54,174 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $4.97M.
Knowledge Leaders Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and held it in 9 quarters.
Knowledge Leaders Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.7M in Q3 2018.
865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.