Revolve Wealth Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Revolve Wealth Partners’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
2023 Q3	–	Sell	-2,631	Closed	-$262K	–	149
2023 Q2	$262K	Buy	+2,631	New	+$261K	0.06%	118

Other funds holding BILS

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

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Revolve Wealth Partners's BILS Position: Q3 2023 in Review

Revolve Wealth Partners sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2023, closing a stake of 2,631 shares — an estimated $262K sold.

Revolve Wealth Partners first reported a position in BILS in Q2 2023 and held it in 1 quarter. The position peaked at $262K in Q2 2023. 201 funds tracked by Wall St. Rank hold BILS as of Q3 2023.

Revolve Wealth Partners reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
Revolve Wealth Partners sold 2,631 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2023, an estimated $262K.
Revolve Wealth Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 1 quarter.
Revolve Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $262K in Q2 2023.
201 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2023.

Based on Revolve Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.