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

Transform Wealth’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	-11,546	Closed	-$1.06M	–	224
2023 Q4	$1.06M	Sell	11,546 -68,051	-85%	-$6.23M	0.1%	133
2023 Q3	$7.31M	Sell	79,597 -99	-0.1%	-$9.07K	0.77%	40
2023 Q2	$7.32M	Sell	79,696 -33,433	-30%	-$3.06M	0.66%	51
2023 Q1	$10.4M	Buy	113,129 +30,186	+36%	+$2.77M	0.98%	31
2022 Q4	$7.59M	Buy	82,943 +10,179	+14%	+$931K	0.85%	40
2022 Q3	$6.67M	Buy	+72,764	New	+$6.66M	0.87%	40
2020 Q2	–	Sell	-2,871	Closed	-$263K	–	227
2020 Q1	$263K	Buy	+2,871	New	+$263K	0.06%	180

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

Transform Wealth's BIL Position: Q1 2024 in Review

Transform Wealth sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 11,546 shares — an estimated $1.06M sold.

Transform Wealth first reported a position in BIL in Q1 2020 and held it in 7 quarters. The position peaked at $10.4M in Q1 2023. 967 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Transform Wealth reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Transform Wealth sold 11,546 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $1.06M.
Transform Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and held it in 7 quarters.
Transform Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.4M 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 Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.