Pinnacle Wealth Planning Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pinnacle Wealth Planning Services’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
2021 Q1	–	Sell	-3,825	Closed	-$350K	–	539
2020 Q4	$350K	Sell	3,825 -1,885	-33%	-$173K	0.08%	166
2020 Q3	$523K	Hold	5,710	–	–	0.17%	94
2020 Q2	$523K	Hold	5,710	–	–	0.17%	95
2020 Q1	$523K	Sell	5,710 -4,065	-42%	-$372K	0.25%	81
2019 Q4	$893K	Buy	9,775 +120	+1%	+$11K	0.42%	53
2019 Q3	$884K	Hold	9,655	–	–	0.48%	38
2019 Q2	$884K	Hold	9,655	–	–	0.53%	33
2019 Q1	$884K	Hold	9,655	–	–	0.59%	31
2018 Q4	$883K	Hold	9,655	–	–	0.57%	36
2018 Q3	$884K	Sell	9,655 -400	-4%	-$36.6K	0.81%	31
2018 Q2	$921K	Buy	+10,055	New	+$920K	0.89%	26

Other funds holding BIL

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's BIL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2021, closing a stake of 3,825 shares — an estimated $350K sold.

Pinnacle Wealth Planning Services first reported a position in BIL in Q2 2018 and held it in 11 quarters. The position peaked at $921K in Q2 2018. 402 funds tracked by Wall St. Rank hold BIL as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 3,825 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2021, an estimated $350K.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and held it in 11 quarters.
Pinnacle Wealth Planning Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $921K in Q2 2018.
402 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.