Morningstar Investment Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Morningstar Investment Services’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
2020 Q2	–	Sell	-2,309	Closed	-$212K	–	205
2020 Q1	$212K	Sell	2,309 -915	-28%	-$83.8K	﹤0.01%	193
2019 Q4	$295K	Sell	3,224 -1,477	-31%	-$135K	﹤0.01%	169
2019 Q3	$431K	Sell	4,701 -1,641	-26%	-$150K	0.01%	152
2019 Q2	$581K	Buy	6,342 +3,049	+93%	+$279K	0.01%	161
2019 Q1	$302K	Sell	3,293 -719	-18%	-$65.8K	0.01%	179
2018 Q4	$367K	Buy	+4,012	New	+$367K	0.01%	172

Other funds holding BIL

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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Morningstar Investment Services's BIL Position: Q2 2020 in Review

Morningstar Investment Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2020, closing a stake of 2,309 shares — an estimated $212K sold.

Morningstar Investment Services first reported a position in BIL in Q4 2018 and held it in 6 quarters. The position peaked at $581K in Q2 2019. 404 funds tracked by Wall St. Rank hold BIL as of Q2 2020.

Morningstar Investment Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2020 after selling out during the quarter.
Morningstar Investment Services sold 2,309 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2020, an estimated $212K.
Morningstar Investment Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 6 quarters.
Morningstar Investment Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $581K in Q2 2019.
404 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2020.

Based on Morningstar Investment Services's 13F filing for Q2 2020, filed 30 Jul 2020.