SFSG
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Stearns Financial Services Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Stearns Financial Services Group’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
Q3 		$25K Buy
273
+1
+0.4% +$92 ﹤0.01% 186
2020
Q2 		$25K Hold
272
– – ﹤0.01% 173
2020
Q1 		$25K Sell
272
-4,900
-95% -$449K ﹤0.01% 168
2019
Q4 		$473K Buy
5,172
+2,517
+95% +$230K 0.08% 92
2019
Q3 		$243K Buy
+2,655
New +$243K 0.04% 112

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return