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

Viridian RIA’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
2020 Q4	–	Sell	-40,741	Closed	-$3.73M	–	68
2020 Q3	$3.73M	Sell	40,741 -1,215	-3%	-$111K	1.23%	19
2020 Q2	$3.84M	Sell	41,956 -5,209	-11%	-$477K	1.39%	17
2020 Q1	$4.32M	Sell	47,165 -1,013	-2%	-$92.7K	1.96%	15
2019 Q4	$4.41M	Buy	48,178 +3,494	+8%	+$320K	1.57%	15
2019 Q3	$4.09M	Sell	44,684 -1,430	-3%	-$131K	1.7%	14
2019 Q2	$4.22M	Buy	46,114 +5,331	+13%	+$488K	1.7%	15
2019 Q1	$3.73M	Buy	40,783 +2,252	+6%	+$206K	1.65%	15
2018 Q4	$3.52M	Buy	+38,531	New	+$3.53M	1.76%	15

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Viridian RIA's BIL Position: Q4 2020 in Review

Viridian RIA sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2020, closing a stake of 40,741 shares — an estimated $3.73M sold.

Viridian RIA first reported a position in BIL in Q4 2018 and held it in 8 quarters. The position peaked at $4.41M in Q4 2019. 397 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

Viridian RIA reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2020 after selling out during the quarter.
Viridian RIA sold 40,741 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $3.73M.
Viridian RIA first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 8 quarters.
Viridian RIA's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.41M in Q4 2019.
397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Viridian RIA's 13F filing for Q4 2020, filed 9 Feb 2021.