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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$8.39M Buy
91,441
+3,716
+4% +$340K 1.84% 16
2024
Q1
$8.05M Sell
87,725
-38,214
-30% -$3.5M 1.88% 15
2023
Q4
$11.5M Sell
125,939
-20,007
-14% -$1.83M 3% 9
2023
Q3
$13.4M Sell
145,946
-20,591
-12% -$1.89M 3.82% 10
2023
Q2
$15.3M Buy
166,537
+573
+0.3% +$52.5K 3.99% 9
2023
Q1
$15.2M Buy
+165,964
New +$15.2M 4.3% 9

Other funds holding BIL

TMD Wealth Management's BIL Position: Q2 2024 in Review

TMD Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.2% in Q2 2024, buying an estimated $340K and bringing the position to 91,441 shares worth $8.39M. The position accounts for 1.84% of the portfolio, ranked #16.

TMD Wealth Management first reported a position in BIL in Q1 2023 and has held it in 6 quarters since. The position peaked at $15.3M in Q2 2023. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

  • TMD Wealth Management held 91,441 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.39M as of Q2 2024.
  • TMD Wealth Management bought 3,716 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $340K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.84% of TMD Wealth Management's portfolio in Q2 2024, its #16 holding.
  • TMD Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 6 quarters since.
  • TMD Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.3M in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.