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

Tower View 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 		– Sell
-7
Closed -$643 – 201
2024
Q3 		$643 Buy
+7
New +$641 ﹤0.01% 189

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tower View Wealth Management's BIL Position: Q4 2024 in Review

Tower View Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 7 shares — an estimated $643 sold.

Tower View Wealth Management first reported a position in BIL in Q3 2024 and held it in 1 quarter. The position peaked at $643 in Q3 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • Tower View Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 7 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $643.
  • Tower View Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and held it in 1 quarter.
  • Tower View Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $643 in Q3 2024.
  • 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 Tower View Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.