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

Taylor & Morgan 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 Q1	–	Sell	-2,508	Closed	-$229K	–	67
2023 Q4	$229K	Buy	+2,508	New	+$230K	0.18%	56
2023 Q3	–	Sell	-3,254	Closed	-$299K	–	59
2023 Q2	$299K	Sell	3,254 -558	-15%	-$51.1K	0.25%	50
2023 Q1	$350K	Buy	+3,812	New	+$349K	0.3%	50

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

CWP

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

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

Taylor & Morgan Wealth Management's BIL Position: Q1 2024 in Review

Taylor & Morgan Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 2,508 shares — an estimated $229K sold.

Taylor & Morgan Wealth Management first reported a position in BIL in Q1 2023 and held it in 3 quarters. The position peaked at $350K in Q1 2023. 967 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Taylor & Morgan Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 2,508 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $229K.
Taylor & Morgan Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 3 quarters.
Taylor & Morgan Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $350K in Q1 2023.
967 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.