TWD
BILL icon

True Wealth Design’s BILL Holdings BILL Stock Holding History

True Wealth Design’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.44K Buy
+116
New +$5.19K ﹤0.01% 1247
2025
Q4 		– Sell
-1
Closed -$53 – 2587
2025
Q3 		$53 Hold
1
– – ﹤0.01% 2563
2025
Q2 		$47 Sell
1
-2
-67% -$88 ﹤0.01% 2392
2025
Q1 		$138 Buy
+3
New +$202 ﹤0.01% 2093
2024
Q2 		– Sell
-5
Closed -$344 – 784
2024
Q1 		$344 Buy
5
+3
+150% +$210 ﹤0.01% 691
2023
Q4 		$164 Hold
2
– – ﹤0.01% 702
2023
Q3 		$218 Buy
2
+1
+100% +$114 ﹤0.01% 621
2023
Q2 		$117 Hold
1
– – ﹤0.01% 711
2023
Q1 		$82 Hold
1
– – ﹤0.01% 804
2022
Q4 		$109 Buy
+1
New +$120 ﹤0.01% 730

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return