MONECO Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

MONECO Advisors’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,365	Closed	-$335K	–	421
2024 Q1	$335K	Buy	3,365 +1,171	+53%	+$116K	0.05%	297
2023 Q4	$217K	Sell	2,194 -1,796	-45%	-$178K	0.04%	353
2023 Q3	$397K	Sell	3,990 -45	-1%	-$4.47K	0.11%	213
2023 Q2	$401K	Sell	4,035 -1,479	-27%	-$147K	0.11%	202
2023 Q1	$549K	Buy	+5,514	New	+$548K	0.16%	150

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

MONECO Advisors's BILS Position: Q2 2024 in Review

MONECO Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2024, closing a stake of 3,365 shares — an estimated $335K sold.

MONECO Advisors first reported a position in BILS in Q1 2023 and held it in 5 quarters. The position peaked at $549K in Q1 2023. 244 funds tracked by Wall St. Rank hold BILS as of Q2 2024.

MONECO Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
MONECO Advisors sold 3,365 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2024, an estimated $335K.
MONECO Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 5 quarters.
MONECO Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $549K in Q1 2023.
244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.