Polaris Wealth Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Polaris Wealth Advisory 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 Q3	$202K	Buy	+2,205	New	+$202K	0.02%	166
2023 Q2	–	Sell	-2,205	Closed	-$202K	–	146
2023 Q1	$202K	Hold	2,205	–	–	0.01%	168
2022 Q4	$202K	Hold	2,205	–	–	0.02%	169
2022 Q3	$202K	Sell	2,205 -62	-3%	-$5.67K	0.02%	154
2022 Q2	$207K	Hold	2,267	–	–	0.02%	128
2022 Q1	$207K	Hold	2,267	–	–	0.01%	150
2021 Q4	$207K	Hold	2,267	–	–	0.01%	168
2021 Q3	$207K	Hold	2,267	–	–	0.01%	163
2021 Q2	$207K	Sell	2,267 -21	-0.9%	-$1.92K	0.01%	159
2021 Q1	$209K	Sell	2,288 -68	-3%	-$6.22K	0.01%	164
2020 Q4	$216K	Sell	2,356 -1,447	-38%	-$132K	0.02%	165
2020 Q3	$348K	Sell	3,803 -327	-8%	-$29.9K	0.03%	123
2020 Q2	$378K	Buy	+4,130	New	+$378K	0.03%	116
2020 Q1	–	Sell	-264,054	Closed	-$24.2M	–	124
2019 Q4	$24.2M	Sell	264,054 -23,919	-8%	-$2.19M	1.61%	29
2019 Q3	$26.3M	Buy	287,973 +77,697	+37%	+$7.11M	2.15%	16
2019 Q2	$19.2M	Buy	210,276 +41,401	+25%	+$3.79M	1.46%	36
2019 Q1	$15.4M	Buy	168,875 +5,447	+3%	+$499K	1.16%	41
2018 Q4	$14.9M	Sell	163,428 -586	-0.4%	-$53.6K	1.41%	33
2018 Q3	$15M	Buy	164,014 +25,323	+18%	+$2.32M	1.04%	42
2018 Q2	$12.7M	Sell	138,691 -154	-0.1%	-$14.1K	1.07%	46
2018 Q1	$12.7M	Buy	138,845 +8,662	+7%	+$792K	1.04%	46
2017 Q4	$11.9M	Buy	+130,183	New	+$11.9M	0.98%	50

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

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

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

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

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

Polaris Wealth Advisory Group's BIL Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023: 2,205 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in BIL as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in BIL in Q4 2017 and has held it in 22 quarters since. The position peaked at $26.3M in Q3 2019. 867 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

Polaris Wealth Advisory Group held 2,205 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $202K as of Q3 2023.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #166 holding.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and has held it in 22 quarters since.
Polaris Wealth Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $26.3M in Q3 2019.
867 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.