Tyler-Stone Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q2	–	Sell	-300	Closed	-$29.8K	–	983
2024 Q1	$29.8K	Hold	300	–	–	0.01%	450
2023 Q4	$29.7K	Hold	300	–	–	0.01%	442
2023 Q3	$30K	Hold	300	–	–	0.02%	414
2023 Q2	$30K	Buy	+300	New	+$29.8K	0.02%	417

Other funds holding BILS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Tyler-Stone Wealth Management's BILS Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2024, closing a stake of 300 shares — an estimated $29.8K sold.

Tyler-Stone Wealth Management first reported a position in BILS in Q2 2023 and held it in 4 quarters. The position peaked at $30K in Q3 2023. 244 funds tracked by Wall St. Rank hold BILS as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 300 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2024, an estimated $29.8K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 4 quarters.
Tyler-Stone Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $30K in Q3 2023.
244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.