Pin Oak Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pin Oak Investment Advisors’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 Q3	–	Sell	-17	Closed	-$2K	–	470
2024 Q2	$2K	Buy	+17	New	+$1.56K	﹤0.01%	424
2022 Q2	–	Sell	-10	Closed	-$1K	–	411
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	403
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	404
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	383
2021 Q2	$1K	Buy	+10	New	+$915	﹤0.01%	383
2019 Q4	–	Sell	-32	Closed	-$3K	–	393
2019 Q3	$3K	Hold	32	–	–	﹤0.01%	389
2019 Q2	$3K	Sell	32 -52	-62%	-$4.76K	﹤0.01%	432
2019 Q1	$8K	Buy	+84	New	+$7.69K	0.01%	344

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

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

Pin Oak Investment Advisors's BIL Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 17 shares — an estimated $2K sold.

Pin Oak Investment Advisors first reported a position in BIL in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q1 2019. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Pin Oak Investment Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 17 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $2K.
Pin Oak Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and held it in 8 quarters.
Pin Oak Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8K in Q1 2019.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.