Single Point Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Single Point Partners’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 Q2	–	Sell	-2,205	Closed	-$202K	–	36
2024 Q1	$202K	Hold	2,205	–	–	0.05%	74
2023 Q4	$202K	Hold	2,205	–	–	0.05%	73
2023 Q3	$202K	Hold	2,205	–	–	0.05%	71
2023 Q2	$202K	Sell	2,205 -2,395	-52%	-$219K	0.28%	62
2023 Q1	$422K	Buy	4,600 +1,651	+56%	+$151K	0.09%	82
2022 Q4	$270K	Hold	2,949	–	–	0.06%	118
2022 Q3	$270K	Buy	+2,949	New	+$270K	0.07%	100

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Single Point Partners's BIL Position: Q2 2024 in Review

Single Point Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 2,205 shares — an estimated $202K sold.

Single Point Partners first reported a position in BIL in Q3 2022 and held it in 7 quarters. The position peaked at $422K in Q1 2023. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Single Point Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Single Point Partners sold 2,205 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $202K.
Single Point Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and held it in 7 quarters.
Single Point Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $422K in Q1 2023.
1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Single Point Partners's 13F filing for Q2 2024, filed 12 Jul 2024.