Lineweaver Wealth Advisors’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
2023
Q3
Sell
-3,236
Closed -$297K 138
2023
Q2
$297K Sell
3,236
-740
-19% -$67.8K 0.08% 102
2023
Q1
$365K Sell
3,976
-75
-2% -$6.87K 0.11% 98
2022
Q4
$371K Buy
4,051
+4
+0.1% +$366 0.11% 96
2022
Q3
$396K Buy
+4,047
New +$370K 0.13% 93

Other funds holding BIL

Lineweaver Wealth Advisors's BIL Position: Q3 2023 in Review

Lineweaver Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 3,236 shares — an estimated $297K sold.

Lineweaver Wealth Advisors first reported a position in BIL in Q3 2022 and held it in 4 quarters. The position peaked at $396K in Q3 2022. 867 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

  • Lineweaver Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,236 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $297K.
  • Lineweaver Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $396K in Q3 2022.
  • 867 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.