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Morris Financial Concepts’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Morris Financial Concepts’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
2023
Q1 		– Sell
-5,908
Closed -$540K – 151
2022
Q4 		$540K Buy
+5,908
New +$541K 0.44% 40

Other funds holding BIL

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morris Financial Concepts's BIL Position: Q1 2023 in Review

Morris Financial Concepts sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2023, closing a stake of 5,908 shares — an estimated $540K sold.

Morris Financial Concepts first reported a position in BIL in Q4 2022 and held it in 1 quarter. The position peaked at $540K in Q4 2022. 792 funds tracked by Wall St. Rank hold BIL as of Q1 2023.

  • Morris Financial Concepts reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2023 after selling out during the quarter.
  • Morris Financial Concepts sold 5,908 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2023, an estimated $540K.
  • Morris Financial Concepts first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 1 quarter.
  • Morris Financial Concepts's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $540K in Q4 2022.
  • 792 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.

Based on Morris Financial Concepts's 13F filing for Q1 2023, filed 10 May 2023.