Shepherd Financial Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Other funds holding BILS
HPC
PCIG
FGA
Shepherd Financial Partners's BILS Position: Q4 2023 in Review
Shepherd Financial Partners sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2023, closing a stake of 4,675 shares — an estimated $465K sold.
Shepherd Financial Partners first reported a position in BILS in Q1 2023 and held it in 3 quarters. The position peaked at $466K in Q1 2023. 232 funds tracked by Wall St. Rank hold BILS as of Q4 2023.
- Shepherd Financial 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.
- Shepherd Financial Partners sold 4,675 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2023, an estimated $465K.
- Shepherd Financial Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 3 quarters.
- Shepherd Financial Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $466K in Q1 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 Shepherd Financial Partners's 13F filing for Q4 2023, filed 12 Feb 2024.