PF
BIL icon

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

Phoenix Financial’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
2023
Q3 		– Sell
-36,138
Closed -$3.32M – 324
2023
Q2 		$3.32M Buy
+36,138
New +$3.31M 0.07% 120

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Phoenix Financial's BIL Position: Q3 2023 in Review

Phoenix Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 36,138 shares — an estimated $3.32M sold.

Phoenix Financial first reported a position in BIL in Q2 2023 and held it in 1 quarter. The position peaked at $3.32M in Q2 2023. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

  • Phoenix Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • Phoenix Financial sold 36,138 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $3.32M.
  • Phoenix Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 1 quarter.
  • Phoenix Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.32M in Q2 2023.
  • 865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.