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

Piershale 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
2023 Q2	$90.1M	Sell	981,076 -300,463	-23%	-$27.5M	57.4%	1
2023 Q1	$118M	Buy	1,281,539 +62,230	+5%	+$5.7M	92.75%	1
2022 Q4	$112M	Buy	1,219,309 +216,107	+22%	+$19.8M	92.46%	1
2022 Q3	$91.9M	Sell	1,003,202 -141,979	-12%	-$13M	68.99%	1
2022 Q2	$105M	Sell	1,145,181 -10,688	-0.9%	-$977K	96.67%	1
2022 Q1	$106M	Buy	+1,155,869	New	+$106M	96.01%	1
2020 Q2	–	Sell	-884,396	Closed	-$81M	–	24
2020 Q1	$81M	Buy	+884,396	New	+$81M	97.26%	1
2018 Q3	–	Sell	-285,396	Closed	-$26.1M	–	25
2018 Q2	$26.1M	Sell	285,396 -423,692	-60%	-$38.8M	13.65%	2
2018 Q1	$64.8M	Buy	+709,088	New	+$64.9M	34.24%	2
2017 Q3	–	Sell	-175,286	Closed	-$16M	–	25
2017 Q2	$16M	Hold	175,286	–	–	10.31%	3
2017 Q1	$16M	Buy	+175,286	New	+$16M	10.31%	3
2016 Q1	–	Sell	-104	Closed	-$10K	–	144
2015 Q4	$10K	Buy	+104	New	+$9.5K	0.01%	118

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Piershale Financial Group's BIL Position: Q2 2023 in Review

Piershale Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 23% in Q2 2023, selling an estimated $27.5M and leaving 981,076 shares worth $90.1M. The position accounts for 57.4% of the portfolio, ranked #1.

Piershale Financial Group first reported a position in BIL in Q4 2015 and has held it in 12 quarters since. The position peaked at $118M in Q1 2023. 850 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

Piershale Financial Group held 981,076 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $90.1M as of Q2 2023.
Piershale Financial Group sold 300,463 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $27.5M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 57.4% of Piershale Financial Group's portfolio in Q2 2023, its #1 holding.
Piershale Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2015 and has held it in 12 quarters since.
Piershale Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $118M in Q1 2023.
850 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.