OIA
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Optimum Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Optimum Investment Advisors’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
2021
Q3 		– Sell
-1,000
Closed -$91K – 832
2021
Q2 		$91K Hold
1,000
– – 0.03% 399
2021
Q1 		$92K Hold
1,000
– – 0.03% 381
2020
Q4 		$92K Hold
1,000
– – 0.03% 364
2020
Q3 		$92K Hold
1,000
– – 0.03% 343
2020
Q2 		$92K Hold
1,000
– – 0.03% 340
2020
Q1 		$92K Buy
+1,000
New +$91.5K 0.04% 323
2015
Q1 		– Sell
-797
Closed -$73K – 967
2014
Q4 		$73K Hold
797
– – 0.02% 423
2014
Q3 		$73K Hold
797
– – 0.02% 399
2014
Q2 		$73K Hold
797
– – 0.02% 397
2014
Q1 		$73K Hold
797
– – 0.03% 338
2013
Q4 		$73K Hold
797
– – 0.03% 340
2013
Q3 		$73K Buy
+797
New +$73K 0.03% 313

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return