ML&R Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Other funds holding BIL
CWP
ML&R Wealth Management's BIL Position: Q1 2024 in Review
ML&R Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 23% in Q1 2024, selling an estimated $100K and leaving 3,708 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #54.
ML&R Wealth Management first reported a position in BIL in Q2 2023 and has held it in 4 quarters since. The position peaked at $439K in Q4 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.
- ML&R Wealth Management held 3,708 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $340K as of Q1 2024.
- ML&R Wealth Management sold 1,093 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $100K.
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of ML&R Wealth Management's portfolio in Q1 2024, its #54 holding.
- ML&R Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 4 quarters since.
- ML&R Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $439K in Q4 2023.
- 966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.
Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.