Triad Financial Advisors’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
2023
Q1
Sell
-3,198
Closed -$293K 101
2022
Q4
$293K Hold
3,198
0.13% 80
2022
Q3
$293K Hold
3,198
0.16% 77
2022
Q2
$293K Buy
+3,198
New +$292K 0.16% 78

Other funds holding BIL

Triad Financial Advisors's BIL Position: Q1 2023 in Review

Triad Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2023, closing a stake of 3,198 shares — an estimated $293K sold.

Triad Financial Advisors first reported a position in BIL in Q2 2022 and held it in 3 quarters. The position peaked at $293K in Q3 2022. 791 funds tracked by Wall St. Rank hold BIL as of Q1 2023.

  • Triad Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 3,198 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2023, an estimated $293K.
  • Triad Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 3 quarters.
  • Triad Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $293K in Q3 2022.
  • 791 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.