OneAscent Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Other funds holding BILS
HPC
PCIG
FGA
OneAscent Wealth Management's BILS Position: Q4 2023 in Review
OneAscent Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2023, closing a stake of 22,640 shares — an estimated $2.25M sold.
OneAscent Wealth Management first reported a position in BILS in Q1 2023 and held it in 3 quarters. The position peaked at $2.34M in Q2 2023. 232 funds tracked by Wall St. Rank hold BILS as of Q4 2023.
- OneAscent Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
- OneAscent Wealth Management sold 22,640 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2023, an estimated $2.25M.
- OneAscent Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 3 quarters.
- OneAscent Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.34M in Q2 2023.
- 232 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2023.
Based on OneAscent Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.