Wealth Alliance Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wealth Alliance Advisory Group’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
2024 Q3	–	Sell	-101,363	Closed	-$9.3M	–	197
2024 Q2	$9.3M	Buy	+101,363	New	+$9.29M	2.1%	14
2023 Q4	–	Sell	-75,153	Closed	-$6.9M	–	185
2023 Q3	$6.9M	Buy	+75,153	New	+$6.89M	2.05%	15
2018 Q4	–	Sell	-6,213	Closed	-$569K	–	122
2018 Q3	$569K	Sell	6,213 -100	-2%	-$9.15K	0.29%	62
2018 Q2	$578K	Sell	6,313 -887	-12%	-$81.2K	0.32%	55
2018 Q1	$659K	Sell	7,200 -51,950	-88%	-$4.75M	0.38%	49
2017 Q4	$5.41M	Buy	+59,150	New	+$5.41M	4.85%	3

Other funds holding BIL

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Alliance Advisory Group's BIL Position: Q3 2024 in Review

Wealth Alliance Advisory Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 101,363 shares — an estimated $9.3M sold.

Wealth Alliance Advisory Group first reported a position in BIL in Q4 2017 and held it in 6 quarters. The position peaked at $9.3M in Q2 2024. 1,041 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Wealth Alliance Advisory Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Wealth Alliance Advisory Group sold 101,363 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $9.3M.
Wealth Alliance Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and held it in 6 quarters.
Wealth Alliance Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.3M in Q2 2024.
1,041 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2024, filed 18 Oct 2024.