Oliver Lagore Vanvalin Investment Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8	Closed	-$797	–	786
2023 Q1	$797	Buy	+8	New	+$795	﹤0.01%	635

Other funds holding BILS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BILS Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2023, closing a stake of 8 shares — an estimated $797 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BILS in Q1 2023 and held it in 1 quarter. The position peaked at $797 in Q1 2023. 180 funds tracked by Wall St. Rank hold BILS as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 8 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2023, an estimated $797.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 1 quarter.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $797 in Q1 2023.
180 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.