Private Ocean’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Private Ocean’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$493K	Buy	+4,958	New	+$492K	0.04%	99

Other funds holding BILS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Private Ocean's BILS Position: Q2 2024 in Review

Private Ocean opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2024: 4,958 shares worth $493K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings.

244 funds tracked by Wall St. Rank hold BILS as of Q2 2024.

Private Ocean held 4,958 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $493K as of Q2 2024.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Private Ocean position in Q2 2024.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.04% of Private Ocean's portfolio in Q2 2024, its #99 holding.
244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.