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

Lumature Wealth Partners’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
2022 Q3	–	Sell	-77	Closed	-$7K	–	389
2022 Q2	$7K	Hold	77	–	–	﹤0.01%	334
2022 Q1	$7K	Hold	77	–	–	﹤0.01%	358
2021 Q4	$7K	Sell	77 -50	-39%	-$4.57K	﹤0.01%	352
2021 Q3	$12K	Sell	127 -559	-81%	-$51.1K	﹤0.01%	322
2021 Q2	$63K	Buy	686 +127	+23%	+$11.6K	0.03%	216
2021 Q1	$51K	Hold	559	–	–	0.03%	229
2020 Q4	$51K	Buy	+559	New	+$51.2K	0.05%	150

Other funds holding BIL

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Lumature Wealth Partners's BIL Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2022, closing a stake of 77 shares — an estimated $7K sold.

Lumature Wealth Partners first reported a position in BIL in Q4 2020 and held it in 7 quarters. The position peaked at $63K in Q2 2021. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2022.

Lumature Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2022 after selling out during the quarter.
Lumature Wealth Partners sold 77 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2022, an estimated $7K.
Lumature Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 7 quarters.
Lumature Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $63K in Q2 2021.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.