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

Riversedge Advisors’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	–	Sell	-4,413	Closed	-$405K	–	72
2023 Q2	$405K	Sell	4,413 -654	-13%	-$59.9K	0.11%	52
2023 Q1	$465K	Sell	5,067 -422	-8%	-$38.7K	0.14%	52
2022 Q4	$502K	Sell	5,489 -21	-0.4%	-$1.92K	0.16%	52
2022 Q3	$505K	Sell	5,510 -104	-2%	-$9.51K	0.18%	48
2022 Q2	$514K	Sell	5,614 -372	-6%	-$34K	0.19%	45
2022 Q1	$547K	Sell	5,986 -643	-10%	-$58.8K	0.18%	45
2021 Q4	$606K	Sell	6,629 -802	-11%	-$73.3K	0.19%	44
2021 Q3	$680K	Sell	7,431 -89	-1%	-$8.14K	0.23%	35
2021 Q2	$688K	Buy	7,520 +621	+9%	+$56.8K	0.25%	30
2021 Q1	$631K	Buy	6,899 +218	+3%	+$19.9K	0.27%	28
2020 Q4	$611K	Buy	6,681 +1,288	+24%	+$118K	0.28%	30
2020 Q3	$494K	Buy	5,393 +72	+1%	+$6.59K	0.26%	32
2020 Q2	$487K	Sell	5,321 -9,216	-63%	-$844K	0.28%	29
2020 Q1	$1.33M	Buy	14,537 +10,487	+259%	+$960K	1.18%	17
2019 Q4	$370K	Sell	4,050 -970	-19%	-$88.8K	0.44%	25
2019 Q3	$460K	Hold	5,020	–	–	0.65%	24
2019 Q2	$460K	Buy	+5,020	New	+$459K	0.65%	24

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Riversedge Advisors's BIL Position: Q3 2023 in Review

Riversedge Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 4,413 shares — an estimated $405K sold.

Riversedge Advisors first reported a position in BIL in Q2 2019 and held it in 17 quarters. The position peaked at $1.33M in Q1 2020. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

Riversedge Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
Riversedge Advisors sold 4,413 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $405K.
Riversedge Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 17 quarters.
Riversedge Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.33M in Q1 2020.
865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Riversedge Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.