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

Scissortail Wealth Management’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
2024 Q1	–	Sell	-2,714	Closed	-$249K	–	134
2023 Q4	$249K	Buy	+2,714	New	+$249K	0.08%	138
2023 Q1	–	Sell	-4,725	Closed	-$432K	–	50
2022 Q4	$432K	Buy	+4,725	New	+$432K	0.25%	79

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

CWP

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

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

Scissortail Wealth Management's BIL Position: Q1 2024 in Review

Scissortail Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 2,714 shares — an estimated $249K sold.

Scissortail Wealth Management first reported a position in BIL in Q4 2022 and held it in 2 quarters. The position peaked at $432K in Q4 2022. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Scissortail Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Scissortail Wealth Management sold 2,714 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $249K.
Scissortail Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 2 quarters.
Scissortail Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $432K in Q4 2022.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.