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Kowal Investment Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kowal Investment Group’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
Q3 		$1.34M Buy
14,606
+2,536
+21% +$232K 0.25% 61
2024
Q2 		$1.11M Buy
12,070
+4,302
+55% +$394K 0.22% 67
2024
Q1 		$713K Buy
+7,768
New +$712K 0.15% 81
2021
Q4 		– Sell
-4
Closed – – 212
2021
Q3 		$0 Buy
+4
New +$366 ﹤0.01% 918

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kowal Investment Group's BIL Position: Q3 2024 in Review

Kowal Investment Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q3 2024, buying an estimated $232K and bringing the position to 14,606 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #61.

Kowal Investment Group first reported a position in BIL in Q3 2021 and has held it in 4 quarters since. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Kowal Investment Group held 14,606 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.34M as of Q3 2024.
  • Kowal Investment Group bought 2,536 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $232K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Kowal Investment Group's portfolio in Q3 2024, its #61 holding.
  • Kowal Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and has held it in 4 quarters since.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.