Personal CFO Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Personal CFO Solutions’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 Q1	–	Sell	-2,412	Closed	-$220K	–	547
2023 Q4	$220K	Buy	+2,412	New	+$221K	0.04%	462
2022 Q4	–	Sell	-26,833	Closed	-$2.46M	–	460
2022 Q3	$2.46M	Buy	26,833 +15,098	+129%	+$1.38M	0.62%	34
2022 Q2	$1.07M	Sell	11,735 -5,680	-33%	-$519K	0.25%	70
2022 Q1	$1.59M	Buy	+17,415	New	+$1.59M	0.31%	54

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

Personal CFO Solutions's BIL Position: Q1 2024 in Review

Personal CFO Solutions sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 2,412 shares — an estimated $220K sold.

Personal CFO Solutions first reported a position in BIL in Q1 2022 and held it in 4 quarters. The position peaked at $2.46M in Q3 2022. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Personal CFO Solutions reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 2,412 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $220K.
Personal CFO Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 4 quarters.
Personal CFO Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.46M in Q3 2022.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.