Tru Independence Asset Management 2’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Tru Independence Asset Management 2’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-36,224	Closed	-$3.61M	–	69
2022 Q2	$3.61M	Buy	+36,224	New	+$3.62M	2.97%	8

Other funds holding BILS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NOCM

Night Owl Capital Management Greenwich, Connecticut $858M AUM 31.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tru Independence Asset Management 2's BILS Position: Q3 2022 in Review

Tru Independence Asset Management 2 sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2022, closing a stake of 36,224 shares — an estimated $3.61M sold.

Tru Independence Asset Management 2 first reported a position in BILS in Q2 2022 and held it in 1 quarter. The position peaked at $3.61M in Q2 2022. 19 funds tracked by Wall St. Rank hold BILS as of Q3 2022.

Tru Independence Asset Management 2 reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 36,224 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2022, an estimated $3.61M.
Tru Independence Asset Management 2 first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2022 and held it in 1 quarter.
Tru Independence Asset Management 2's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.61M in Q2 2022.
19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.