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Mine & Arao Wealth Creation & Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-118
Closed -$10.8K – 105
2024
Q1 		$10.8K Hold
118
– – 0.01% 208
2023
Q4 		$10.8K Hold
118
– – 0.01% 208
2023
Q3 		$10.8K Hold
118
– – 0.01% 205
2023
Q2 		$10.8K Buy
+118
New +$10.8K 0.01% 213

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's BIL Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 118 shares — an estimated $10.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in BIL in Q2 2023 and held it in 4 quarters. The position peaked at $10.8K in Q3 2023. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 118 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $10.8K.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 4 quarters.
  • Mine & Arao Wealth Creation & Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.8K in Q3 2023.
  • 1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.