TWA
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TCI Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-1,105
Closed -$101K – 2531
2022
Q4 		$101K Buy
+1,105
New +$101K 0.01% 262
2022
Q3 		– Sell
-1,793
Closed -$164K – 2260
2022
Q2 		$164K Buy
+1,793
New +$164K 0.03% 187
2021
Q4 		– Sell
-833
Closed -$76K – 2310
2021
Q3 		$76K Buy
833
+90
+12% +$8.23K 0.01% 336
2021
Q2 		$68K Hold
743
– – 0.01% 335
2021
Q1 		$68K Buy
+743
New +$68K 0.03% 301
2014
Q1 		– Sell
-50
Closed -$5K – 886
2013
Q4 		$5K Buy
+50
New +$4.58K ﹤0.01% 538

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return