Legacy Financial Group (Iowa)
BIL icon

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

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-63
Closed -$5.79K – 79
2023
Q3 		$5.79K Buy
+63
New +$5.77K ﹤0.01% 372

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BIL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2023, closing a stake of 63 shares — an estimated $5.79K sold.

Legacy Financial Group (Iowa) first reported a position in BIL in Q3 2023 and held it in 1 quarter. The position peaked at $5.79K in Q3 2023. 980 funds tracked by Wall St. Rank hold BIL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 63 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2023, an estimated $5.79K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.79K in Q3 2023.
  • 980 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.