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

Martel Wealth Advisors’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
2020
Q1 		– Sell
-8,502
Closed -$777K – 42
2019
Q4 		$777K Buy
+8,502
New +$778K 0.27% 22

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Martel Wealth Advisors's BIL Position: Q1 2020 in Review

Martel Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2020, closing a stake of 8,502 shares — an estimated $777K sold.

Martel Wealth Advisors first reported a position in BIL in Q4 2019 and held it in 1 quarter. The position peaked at $777K in Q4 2019. 434 funds tracked by Wall St. Rank hold BIL as of Q1 2020.

  • Martel Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2020 after selling out during the quarter.
  • Martel Wealth Advisors sold 8,502 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2020, an estimated $777K.
  • Martel Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 1 quarter.
  • Martel Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $777K in Q4 2019.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2020.

Based on Martel Wealth Advisors's 13F filing for Q1 2020, filed 18 Oct 2024.