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

Retirement Financial Solutions’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
Q1 		– Sell
-206
Closed -$18.8K – 50
2022
Q4 		$18.8K Buy
+206
New +$18.9K 0.02% 98

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Retirement Financial Solutions's BIL Position: Q1 2023 in Review

Retirement Financial Solutions sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2023, closing a stake of 206 shares — an estimated $18.8K sold.

Retirement Financial Solutions first reported a position in BIL in Q4 2022 and held it in 1 quarter. The position peaked at $18.8K in Q4 2022. 791 funds tracked by Wall St. Rank hold BIL as of Q1 2023.

  • Retirement Financial Solutions reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 206 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2023, an estimated $18.8K.
  • Retirement Financial Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.8K in Q4 2022.
  • 791 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.