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

Mattern Wealth 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
2021
Q3 		– Sell
-4,558
Closed -$417K – 163
2021
Q2 		$417K Buy
+4,558
New +$417K 0.13% 124

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

Mattern Wealth Management's BIL Position: Q3 2021 in Review

Mattern Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2021, closing a stake of 4,558 shares — an estimated $417K sold.

Mattern Wealth Management first reported a position in BIL in Q2 2021 and held it in 1 quarter. The position peaked at $417K in Q2 2021. 386 funds tracked by Wall St. Rank hold BIL as of Q3 2021.

  • Mattern Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2021 after selling out during the quarter.
  • Mattern Wealth Management sold 4,558 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2021, an estimated $417K.
  • Mattern Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2021 and held it in 1 quarter.
  • Mattern Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $417K in Q2 2021.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2021.

Based on Mattern Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.