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

Sheets Smith 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
2020 Q4	–	Sell	-8,289	Closed	-$759K	–	335
2020 Q3	$759K	Buy	+8,289	New	+$759K	0.13%	144
2020 Q2	–	Sell	-323,470	Closed	-$29.6M	–	263
2020 Q1	$29.6M	Buy	323,470 +313,767	+3,234%	+$28.7M	6.21%	1
2019 Q4	$881K	Buy	+9,703	New	+$888K	0.17%	134

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return

Sheets Smith Wealth Management's BIL Position: Q4 2020 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2020, closing a stake of 8,289 shares — an estimated $759K sold.

Sheets Smith Wealth Management first reported a position in BIL in Q4 2019 and held it in 3 quarters. The position peaked at $29.6M in Q1 2020. 398 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

Sheets Smith Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,289 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $759K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 3 quarters.
Sheets Smith Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $29.6M in Q1 2020.
398 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2020, filed 13 Jan 2021.