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

RWA 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
Q4 		– Sell
-4,155
Closed -$413K – 518
2023
Q3 		$413K Buy
+4,155
New +$412K 0.01% 290

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LPL Financial
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HPC
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Renaissance Technologies
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWA Wealth Partners's BILS Position: Q4 2023 in Review

RWA Wealth Partners sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2023, closing a stake of 4,155 shares — an estimated $413K sold.

RWA Wealth Partners first reported a position in BILS in Q3 2023 and held it in 1 quarter. The position peaked at $413K in Q3 2023. 232 funds tracked by Wall St. Rank hold BILS as of Q4 2023.

  • RWA Wealth Partners reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 4,155 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2023, an estimated $413K.
  • RWA Wealth Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2023 and held it in 1 quarter.
  • RWA Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $413K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2023.

Based on RWA Wealth Partners's 13F filing for Q4 2023, filed 1 Feb 2024.