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

WealthPLAN Partners’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	-8,372	Closed	-$768K	–	257
2024 Q2	$768K	Buy	8,372 +5,076	+154%	+$465K	0.08%	160
2024 Q1	$303K	Buy	+3,296	New	+$302K	0.03%	260
2023 Q2	–	Sell	-97	Closed	-$8.91K	–	1272
2023 Q1	$8.91K	Buy	+97	New	+$8.89K	﹤0.01%	886
2018 Q4	–	Sell	-7,379	Closed	-$676K	–	257
2018 Q3	$676K	Buy	+7,379	New	+$675K	0.12%	121

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's BIL Position: Q3 2024 in Review

WealthPLAN Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 8,372 shares — an estimated $768K sold.

WealthPLAN Partners first reported a position in BIL in Q3 2018 and held it in 4 quarters. The position peaked at $768K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

WealthPLAN Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 8,372 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $768K.
WealthPLAN Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and held it in 4 quarters.
WealthPLAN Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $768K in Q2 2024.
1,043 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.