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

LifePro Asset Management’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	$2.35M	Sell	25,624 -7,190	-22%	-$659K	1.44%	22
2024 Q2	$3.01M	Sell	32,814 -686	-2%	-$62.8K	2.16%	14
2024 Q1	$3.08M	Sell	33,500 -6,392	-16%	-$586K	2.03%	14
2023 Q4	$3.65M	Sell	39,892 -804	-2%	-$73.6K	2.82%	10
2023 Q3	$3.74M	Sell	40,696 -3,553	-8%	-$326K	3.08%	7
2023 Q2	$4.06M	Buy	44,249 +36,426	+466%	+$3.34M	3.13%	6
2023 Q1	$716K	Hold	7,823	–	–	0.52%	45
2022 Q4	$716K	Buy	+7,823	New	+$716K	0.52%	43

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LifePro Asset Management's BIL Position: Q3 2024 in Review

LifePro Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q3 2024, selling an estimated $659K and leaving 25,624 shares worth $2.35M. The position accounts for 1.44% of the portfolio, ranked #22.

LifePro Asset Management first reported a position in BIL in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.06M in Q2 2023. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

LifePro Asset Management held 25,624 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.35M as of Q3 2024.
LifePro Asset Management sold 7,190 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $659K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.44% of LifePro Asset Management's portfolio in Q3 2024, its #22 holding.
LifePro Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 8 quarters since.
LifePro Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.06M in Q2 2023.
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 LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.