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

Narus Financial Partners’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 Q4	–	Sell	-4,500	Closed	-$413K	–	148
2024 Q3	$413K	Sell	4,500 -700	-13%	-$64.1K	0.15%	95
2024 Q2	$477K	Sell	5,200 -350	-6%	-$32.1K	0.19%	77
2024 Q1	$509K	Buy	5,550 +3,350	+152%	+$307K	0.22%	73
2023 Q4	$201K	Sell	2,200 -150	-6%	-$13.7K	0.1%	135
2023 Q3	$216K	Buy	2,350 +50	+2%	+$4.58K	0.11%	120
2023 Q2	$211K	Buy	+2,300	New	+$211K	0.11%	112

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

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

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

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

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Narus Financial Partners's BIL Position: Q4 2024 in Review

Narus Financial Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 4,500 shares — an estimated $413K sold.

Narus Financial Partners first reported a position in BIL in Q2 2023 and held it in 6 quarters. The position peaked at $509K in Q1 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Narus Financial Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Narus Financial Partners sold 4,500 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $413K.
Narus Financial Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 6 quarters.
Narus Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $509K in Q1 2024.
1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Narus Financial Partners's 13F filing for Q4 2024, filed 23 Jan 2025.