Piedmont Capital Management (Montana)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Piedmont Capital Management (Montana)’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 Q2	–	Sell	-99,801	Closed	-$9.17M	–	45
2023 Q1	$9.17M	Buy	+99,801	New	+$9.14M	7.34%	5
2022 Q4	–	Sell	-306,452	Closed	-$28.1M	–	45
2022 Q3	$28.1M	Buy	+306,452	New	+$28M	25.32%	2

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Piedmont Capital Management (Montana)'s BIL Position: Q2 2023 in Review

Piedmont Capital Management (Montana) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2023, closing a stake of 99,801 shares — an estimated $9.17M sold.

Piedmont Capital Management (Montana) first reported a position in BIL in Q3 2022 and held it in 2 quarters. The position peaked at $28.1M in Q3 2022. 850 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

Piedmont Capital Management (Montana) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2023 after selling out during the quarter.
Piedmont Capital Management (Montana) sold 99,801 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $9.17M.
Piedmont Capital Management (Montana) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and held it in 2 quarters.
Piedmont Capital Management (Montana)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $28.1M in Q3 2022.
850 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2023, filed 11 Aug 2023.