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

tru Independence’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
2022 Q3	–	Sell	-5,884	Closed	-$539K	–	170
2022 Q2	$539K	Sell	5,884 -7	-0.1%	-$640	0.17%	87
2022 Q1	$538K	Hold	5,891	–	–	0.15%	97
2021 Q4	$538K	Buy	5,891 +14	+0.2%	+$1.28K	0.15%	97
2021 Q3	$537K	Buy	+5,877	New	+$538K	0.15%	97
2021 Q2	–	Sell	-15,000	Closed	-$1.37M	–	285
2021 Q1	$1.37M	Hold	15,000	–	–	0.26%	88
2020 Q4	$1.37M	Buy	+15,000	New	+$1.37M	2.49%	8
2020 Q3	–	Sell	-16,000	Closed	-$1.46K	–	373
2020 Q2	$1.46K	Buy	+16,000	New	+$1.46M	0.21%	85

Other funds holding BIL

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

tru Independence's BIL Position: Q3 2022 in Review

tru Independence sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2022, closing a stake of 5,884 shares — an estimated $539K sold.

tru Independence first reported a position in BIL in Q2 2020 and held it in 7 quarters. The position peaked at $1.37M in Q4 2020. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2022.

tru Independence reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2022 after selling out during the quarter.
tru Independence sold 5,884 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2022, an estimated $539K.
tru Independence first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 7 quarters.
tru Independence's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.37M in Q4 2020.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2022.

Based on tru Independence's 13F filing for Q3 2022, filed 3 Nov 2022.