Wealth Management Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wealth Management Solutions’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
2023 Q3	$687K	Buy	+7,480	New	+$685K	0.47%	24

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

Wealth Management Solutions's BIL Position: Q3 2023 in Review

Wealth Management Solutions opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023: 7,480 shares worth $687K. The stake represents 0.47% of the portfolio and ranks #24 among its holdings.

866 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

Wealth Management Solutions held 7,480 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $687K as of Q3 2023.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Wealth Management Solutions position in Q3 2023.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.47% of Wealth Management Solutions's portfolio in Q3 2023, its #24 holding.
866 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.