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

Midwest 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
2022 Q1	$318K	Sell	3,480 -58	-2%	-$5.3K	0.19%	87
2021 Q4	$323K	Hold	3,538	–	–	0.2%	81
2021 Q3	$324K	Sell	3,538 -164	-4%	-$15K	0.22%	88
2021 Q2	$339K	Sell	3,702 -1,700	-31%	-$156K	0.24%	84
2021 Q1	$494K	Sell	5,402 -166	-3%	-$15.2K	0.4%	79
2020 Q4	$510K	Buy	+5,568	New	+$510K	0.47%	74

Other funds holding BIL

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

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCMG

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Midwest Wealth Management's BIL Position: Q1 2022 in Review

Midwest Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.6% in Q1 2022, selling an estimated $5.3K and leaving 3,480 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #87.

Midwest Wealth Management first reported a position in BIL in Q4 2020 and has held it in 6 quarters since. The position peaked at $510K in Q4 2020. 471 funds tracked by Wall St. Rank hold BIL as of Q1 2022.

Midwest Wealth Management held 3,480 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $318K as of Q1 2022.
Midwest Wealth Management sold 58 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2022, an estimated $5.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.19% of Midwest Wealth Management's portfolio in Q1 2022, its #87 holding.
Midwest Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $510K in Q4 2020.
471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.