Sensible Financial Planning & Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sensible Financial Planning & 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 Q4	–	Sell	-3,535	Closed	-$325K	–	31
2024 Q3	$325K	Buy	+3,535	New	+$324K	0.06%	43
2023 Q3	–	Sell	-14,250	Closed	-$1.31M	–	29
2023 Q2	$1.31M	Buy	+14,250	New	+$1.31M	0.31%	29

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Sensible Financial Planning & Management's BIL Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 3,535 shares — an estimated $325K sold.

Sensible Financial Planning & Management first reported a position in BIL in Q2 2023 and held it in 2 quarters. The position peaked at $1.31M in Q2 2023. 1,126 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Sensible Financial Planning & Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 3,535 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $325K.
Sensible Financial Planning & Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 2 quarters.
Sensible Financial Planning & Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.31M in Q2 2023.
1,126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.