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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,900
Closed -$265K 86
2022
Q1
$265K Sell
2,900
-450
-13% -$41.1K 0.1% 86
2021
Q4
$306K Hold
3,350
0.11% 85
2021
Q3
$306K Buy
+3,350
New +$306K 0.12% 84

Other funds holding BIL

Roberts Wealth Advisors's BIL Position: Q2 2022 in Review

Roberts Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2022, closing a stake of 2,900 shares — an estimated $265K sold.

Roberts Wealth Advisors first reported a position in BIL in Q3 2021 and held it in 3 quarters. The position peaked at $306K in Q4 2021. 506 funds tracked by Wall St. Rank hold BIL as of Q2 2022.

  • Roberts Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 2,900 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2022, an estimated $265K.
  • Roberts Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and held it in 3 quarters.
  • Roberts Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $306K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2022.

Based on Roberts Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.