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Lee, Danner & Bass’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-139
Closed -$12.7K – 270
2024
Q4 		$12.7K Buy
+139
New +$12.7K ﹤0.01% 510

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Lee, Danner & Bass's BIL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 139 shares — an estimated $12.7K sold.

Lee, Danner & Bass first reported a position in BIL in Q4 2024 and held it in 1 quarter. The position peaked at $12.7K in Q4 2024. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 139 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $12.7K.
  • Lee, Danner & Bass first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.7K in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.