One Plus One Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

One Plus One Wealth Management’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	-2,218	Closed	-$204K	–	93
2024 Q3	$204K	Hold	2,218	–	–	0.12%	84
2024 Q2	$204K	Sell	2,218 -7,324	-77%	-$671K	0.12%	89
2024 Q1	$876K	Buy	+9,542	New	+$874K	0.5%	45
2023 Q3	–	Sell	-6,705	Closed	-$616K	–	89
2023 Q2	$616K	Sell	6,705 -534	-7%	-$48.9K	0.39%	47
2023 Q1	$665K	Sell	7,239 -34,566	-83%	-$3.17M	0.47%	43
2022 Q4	$3.82M	Buy	+41,805	New	+$3.83M	2.68%	11

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 $424B AUM 22.94% 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

One Plus One Wealth Management's BIL Position: Q4 2024 in Review

One Plus One Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 2,218 shares — an estimated $204K sold.

One Plus One Wealth Management first reported a position in BIL in Q4 2022 and held it in 6 quarters. The position peaked at $3.82M in Q4 2022. 1,126 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

One Plus One Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
One Plus One Wealth Management sold 2,218 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $204K.
One Plus One Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 6 quarters.
One Plus One Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.82M in Q4 2022.
1,126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on One Plus One Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.