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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-885
Closed -$81K – 567
2021
Q3 		$81K Buy
+885
New +$80.9K 0.02% 210

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BIL Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2021, closing a stake of 885 shares — an estimated $81K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BIL in Q3 2021 and held it in 1 quarter. The position peaked at $81K in Q3 2021. 429 funds tracked by Wall St. Rank hold BIL as of Q4 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 885 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2021, an estimated $81K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $81K in Q3 2021.
  • 429 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.