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

Meritage Portfolio 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
2022
Q4 		– Sell
-3,359
Closed -$308K – 314
2022
Q3 		$308K Hold
3,359
– – 0.03% 250
2022
Q2 		$307K Buy
+3,359
New +$307K 0.02% 244

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meritage Portfolio Management's BIL Position: Q4 2022 in Review

Meritage Portfolio Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2022, closing a stake of 3,359 shares — an estimated $308K sold.

Meritage Portfolio Management first reported a position in BIL in Q2 2022 and held it in 2 quarters. The position peaked at $308K in Q3 2022. 689 funds tracked by Wall St. Rank hold BIL as of Q4 2022.

  • Meritage Portfolio Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 3,359 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2022, an estimated $308K.
  • Meritage Portfolio Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 2 quarters.
  • Meritage Portfolio Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $308K in Q3 2022.
  • 689 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2022.

Based on Meritage Portfolio Management's 13F filing for Q4 2022, filed 1 Feb 2023.