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

Traverso Chambers Private 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
2023 Q4	$354K	Hold	3,872	–	–	0.09%	95
2023 Q3	$356K	Hold	3,872	–	–	0.1%	84
2023 Q2	$356K	Hold	3,872	–	–	0.09%	86
2023 Q1	$356K	Sell	3,872 -400	-9%	-$36.6K	0.1%	82
2022 Q4	$391K	Hold	4,272	–	–	0.11%	76
2022 Q3	$391K	Sell	4,272 -13,936	-77%	-$1.27M	0.12%	77
2022 Q2	$1.67M	Sell	18,208 -12,501	-41%	-$1.14M	0.56%	26
2022 Q1	$2.81M	Sell	30,709 -205	-0.7%	-$18.7K	0.84%	23
2021 Q4	$2.83M	Buy	30,914 +1,093	+4%	+$99.9K	0.84%	22
2021 Q3	$2.73M	Sell	29,821 -717	-2%	-$65.6K	0.85%	21
2021 Q2	$2.79M	Sell	30,538 -819	-3%	-$74.9K	0.88%	21
2021 Q1	$2.87M	Buy	31,357 +1,300	+4%	+$119K	0.97%	20
2020 Q4	$2.75M	Buy	30,057 +6,263	+26%	+$573K	0.99%	20
2020 Q3	$2.18M	Buy	+23,794	New	+$2.18M	0.84%	20

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Traverso Chambers Private Wealth Management's BIL Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q4 2023 at 3,872 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #95.

Traverso Chambers Private Wealth Management first reported a position in BIL in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.87M in Q1 2021. 980 funds tracked by Wall St. Rank hold BIL as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,872 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $354K as of Q4 2023.
Traverso Chambers Private Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q4 2023.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #95 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 14 quarters since.
Traverso Chambers Private Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.87M in Q1 2021.
980 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.