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

Sage Financial Management 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
2021 Q3	–	Sell	-2,182	Closed	-$200K	–	8
2021 Q2	$200K	Hold	2,182	–	–	0.18%	27
2021 Q1	$200K	Hold	2,182	–	–	0.15%	31
2020 Q4	$200K	Buy	+2,182	New	+$200K	0.16%	30

Other funds holding BIL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MCM

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

Sage Financial Management Group's BIL Position: Q3 2021 in Review

Sage Financial Management Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2021, closing a stake of 2,182 shares — an estimated $200K sold.

Sage Financial Management Group first reported a position in BIL in Q4 2020 and held it in 3 quarters. The position peaked at $200K in Q2 2021. 386 funds tracked by Wall St. Rank hold BIL as of Q3 2021.

Sage Financial Management Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2021 after selling out during the quarter.
Sage Financial Management Group sold 2,182 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2021, an estimated $200K.
Sage Financial Management Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 3 quarters.
Sage Financial Management Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $200K in Q2 2021.
386 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2021.

Based on Sage Financial Management Group's 13F filing for Q3 2021, filed 26 Oct 2021.