Pacific Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pacific Financial Group’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 Q3	–	Sell	-9,438	Closed	-$866K	–	57
2024 Q2	$866K	Buy	+9,438	New	+$865K	0.61%	37
2022 Q4	–	Sell	-173,761	Closed	-$15.9M	–	54
2022 Q3	$15.9M	Buy	173,761 +59,069	+52%	+$5.4M	14.27%	1
2022 Q2	$10.5M	Sell	114,692 -85,189	-43%	-$7.79M	7.79%	2
2022 Q1	$18.3M	Buy	+199,881	New	+$18.3M	11.9%	1

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pacific Financial Group's BIL Position: Q3 2024 in Review

Pacific Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 9,438 shares — an estimated $866K sold.

Pacific Financial Group first reported a position in BIL in Q1 2022 and held it in 4 quarters. The position peaked at $18.3M in Q1 2022. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Pacific Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Pacific Financial Group sold 9,438 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $866K.
Pacific Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 4 quarters.
Pacific Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.3M in Q1 2022.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Pacific Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.