NEIRG Wealth Management’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
Q3
Sell
-106,472
Closed -$9.78M 15
2023
Q2
$9.78M Sell
106,472
-30,778
-22% -$2.82M 1.8% 18
2023
Q1
$12.6M Buy
+137,250
New +$12.6M 2.18% 14

Other funds holding BIL

NEIRG Wealth Management's BIL Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 106,472 shares — an estimated $9.78M sold.

NEIRG Wealth Management first reported a position in BIL in Q1 2023 and held it in 2 quarters. The position peaked at $12.6M in Q1 2023. 867 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

  • NEIRG Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 106,472 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $9.78M.
  • NEIRG Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 2 quarters.
  • NEIRG Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.6M in Q1 2023.
  • 867 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.