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

Sugarloaf 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
2024 Q4	$55.7K	Sell	609 -72	-11%	-$6.59K	0.01%	286
2024 Q3	$62.6K	Buy	681 +7	+1%	+$641	0.01%	284
2024 Q2	$61.8K	Buy	674 +8	+1%	+$733	0.01%	274
2024 Q1	$61.1K	Buy	666 +5	+0.8%	+$458	0.01%	274
2023 Q4	$60.4K	Sell	661 -90	-12%	-$8.24K	0.01%	267
2023 Q3	$68.9K	Buy	751 +107	+17%	+$9.8K	0.02%	247
2023 Q2	$59.1K	Buy	644 +7	+1%	+$641	0.01%	267
2023 Q1	$58.5K	Buy	637 +4	+0.6%	+$366	0.01%	266
2022 Q4	$57.9K	Buy	+633	New	+$57.9K	0.01%	265

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

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

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

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

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

CWP

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sugarloaf Wealth Management's BIL Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q4 2024, selling an estimated $6.59K and leaving 609 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #286.

Sugarloaf Wealth Management first reported a position in BIL in Q4 2022 and has held it in 9 quarters since. The position peaked at $68.9K in Q3 2023. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Sugarloaf Wealth Management held 609 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $55.7K as of Q4 2024.
Sugarloaf Wealth Management sold 72 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $6.59K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #286 holding.
Sugarloaf Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 9 quarters since.
Sugarloaf Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $68.9K in Q3 2023.
1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.