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

Monument Capital 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 Q3	–	Sell	-62,954	Closed	-$5.78M	–	195
2024 Q2	$5.78M	Buy	+62,954	New	+$5.77M	1.7%	10
2023 Q4	–	Sell	-95,126	Closed	-$8.73M	–	180
2023 Q3	$8.73M	Sell	95,126 -204,450	-68%	-$18.7M	2.93%	7
2023 Q2	$27.5M	Buy	+299,576	New	+$27.4M	8.77%	1
2022 Q4	–	Sell	-176,683	Closed	-$16.2M	–	160
2022 Q3	$16.2M	Sell	176,683 -477,931	-73%	-$43.7M	6.07%	1
2022 Q2	$59.9M	Buy	654,614 +443,260	+210%	+$40.5M	22.59%	1
2022 Q1	$19.3M	Buy	211,354 +96,894	+85%	+$8.86M	6.27%	4
2021 Q4	$10.5M	Buy	114,460 +104,526	+1,052%	+$9.56M	3.25%	5
2021 Q3	$909K	Buy	+9,934	New	+$909K	0.31%	76
2019 Q4	–	Sell	-5,617	Closed	-$514K	–	87
2019 Q3	$514K	Sell	5,617 -5,966	-52%	-$546K	0.28%	77
2019 Q2	$1.06M	Sell	11,583 -12,094	-51%	-$1.11M	0.57%	70
2019 Q1	$2.17M	Buy	23,677 +1,364	+6%	+$125K	1.23%	36
2018 Q4	$2.04M	Buy	+22,313	New	+$2.04M	1.27%	33

Other funds holding BIL

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Monument Capital Management's BIL Position: Q3 2024 in Review

Monument Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 62,954 shares — an estimated $5.78M sold.

Monument Capital Management first reported a position in BIL in Q4 2018 and held it in 12 quarters. The position peaked at $59.9M in Q2 2022. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Monument Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Monument Capital Management sold 62,954 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $5.78M.
Monument Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 12 quarters.
Monument Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $59.9M in Q2 2022.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Monument Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.