PDS Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,400
Closed -$220K 339
2023
Q2
$220K Hold
2,400
0.03% 274
2023
Q1
$220K Sell
2,400
-250
-9% -$22.9K 0.03% 251
2022
Q4
$242K Buy
+2,650
New +$242K 0.04% 170

Other funds holding BIL

PDS Planning's BIL Position: Q3 2023 in Review

PDS Planning sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 2,400 shares — an estimated $220K sold.

PDS Planning first reported a position in BIL in Q4 2022 and held it in 3 quarters. The position peaked at $242K in Q4 2022. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

  • PDS Planning reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • PDS Planning sold 2,400 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $220K.
  • PDS Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 3 quarters.
  • PDS Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $242K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on PDS Planning's 13F filing for Q3 2023, filed 23 Oct 2023.