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

Retirement 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
2024
Q1 		$34.3K Sell
374
-14
-4% -$1.28K 0.01% 282
2023
Q4 		$35.5K Buy
388
+282
+266% +$25.8K 0.01% 259
2023
Q3 		$9.73K Hold
106
– – ﹤0.01% 414
2023
Q2 		$9.73K Buy
106
+29
+38% +$2.66K ﹤0.01% 414
2023
Q1 		$7K Buy
+77
New +$7.05K ﹤0.01% 442

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's BIL Position: Q1 2024 in Review

Retirement Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.6% in Q1 2024, selling an estimated $1.28K and leaving 374 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #282.

Retirement Group first reported a position in BIL in Q1 2023 and has held it in 5 quarters since. The position peaked at $35.5K in Q4 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

  • Retirement Group held 374 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $34.3K as of Q1 2024.
  • Retirement Group sold 14 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $1.28K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #282 holding.
  • Retirement Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 5 quarters since.
  • Retirement Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $35.5K in Q4 2023.
  • 966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.