Laurel Wealth Advisors (California)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-3,275	Closed	-$299K	–	659
2022 Q1	$299K	Sell	3,275 -10,786	-77%	-$986K	0.02%	584
2021 Q4	$1.28M	Buy	14,061 +9,371	+200%	+$857K	0.1%	211
2021 Q3	$429K	Sell	4,690 -4,054	-46%	-$371K	0.08%	264
2021 Q2	$800K	Buy	8,744 +3,744	+75%	+$343K	0.1%	206
2021 Q1	$458K	Sell	5,000 -7,019	-58%	-$642K	0.07%	271
2020 Q4	$1.1M	Sell	12,019 -2,712	-18%	-$248K	0.16%	147
2020 Q3	$1.35M	Sell	14,731 -5,462	-27%	-$500K	0.22%	111
2020 Q2	$1.85M	Buy	+20,193	New	+$1.85M	0.34%	73

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

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

CCMG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BIL Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2022, closing a stake of 3,275 shares — an estimated $299K sold.

Laurel Wealth Advisors (California) first reported a position in BIL in Q2 2020 and held it in 8 quarters. The position peaked at $1.85M in Q2 2020. 506 funds tracked by Wall St. Rank hold BIL as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,275 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2022, an estimated $299K.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 8 quarters.
Laurel Wealth Advisors (California)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.85M in Q2 2020.
506 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.