Moss Adams Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-7
Closed -$643 143
2023
Q1
$643 Hold
7
﹤0.01% 173
2022
Q4
$641 Buy
+7
New +$641 ﹤0.01% 173

Other funds holding BIL

Moss Adams Wealth Advisors's BIL Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2023, closing a stake of 7 shares — an estimated $643 sold.

Moss Adams Wealth Advisors first reported a position in BIL in Q4 2022 and held it in 2 quarters. The position peaked at $643 in Q1 2023. 849 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 7 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $643.
  • Moss Adams Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $643 in Q1 2023.
  • 849 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.