Lenox Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$6K Buy
69
+26
+60% +$2.38K ﹤0.01% 503
2020
Q1
$3K Sell
43
-8
-16% -$732 ﹤0.01% 541
2019
Q4
$5K Sell
51
-22
-30% -$2.01K ﹤0.01% 526
2019
Q3
$6K Buy
73
+21
+40% +$1.92K ﹤0.01% 504
2019
Q2
$4K Buy
52
+21
+68% +$1.92K ﹤0.01% 527
2019
Q1
$3K Sell
31
-7,754
-100% -$710K ﹤0.01% 569
2018
Q4
$223K Buy
7,785
+7,417
+2,015% +$679K 0.08% 113
2018
Q3
$25K Buy
+368
New +$33.7K 0.01% 291

Other funds holding BIL

Lenox Wealth Management's BIL Position: Q2 2020 in Review

Lenox Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 60% in Q2 2020, buying an estimated $2.38K and bringing the position to 69 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Lenox Wealth Management first reported a position in BIL in Q3 2018 and has held it in 8 quarters since. The position peaked at $223K in Q4 2018. 404 funds tracked by Wall St. Rank hold BIL as of Q2 2020.

  • Lenox Wealth Management held 69 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6K as of Q2 2020.
  • Lenox Wealth Management bought 26 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2020, an estimated $2.38K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #503 holding.
  • Lenox Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 8 quarters since.
  • Lenox Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $223K in Q4 2018.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.