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Sugarloaf Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Sugarloaf Wealth Management’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$137K Hold
1,379
– – 0.03% 207
2024
Q3 		$137K Hold
1,379
– – 0.03% 207
2024
Q2 		$137K Hold
1,379
– – 0.03% 203
2024
Q1 		$137K Buy
+1,379
New +$137K 0.03% 200

Other funds holding BILS

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

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

Sugarloaf Wealth Management held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q4 2024 at 1,379 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #207.

Sugarloaf Wealth Management first reported a position in BILS in Q1 2024 and has held it in 4 quarters since. The position peaked at $137K in Q3 2024. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

  • Sugarloaf Wealth Management held 1,379 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $137K as of Q4 2024.
  • Sugarloaf Wealth Management left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q4 2024.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #207 holding.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $137K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

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