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

Wellesley Investment 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
2020 Q3	$1.79M	Buy	19,552 +827	+4%	+$75.7K	0.61%	19
2020 Q2	$1.71M	Buy	18,725 +4,565	+32%	+$418K	0.61%	18
2020 Q1	$1.3M	Buy	14,160 +8,262	+140%	+$756K	0.52%	19
2019 Q4	$539K	Buy	+5,898	New	+$540K	0.17%	68
2019 Q3	–	Sell	-15,555	Closed	-$1.42M	–	110
2019 Q2	$1.42M	Sell	15,555 -783	-5%	-$71.7K	0.49%	21
2019 Q1	$1.5M	Sell	16,338 -1,440	-8%	-$132K	0.51%	22
2018 Q4	$1.63M	Buy	+17,778	New	+$1.63M	0.58%	21

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FWM

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

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

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

OAM

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

Wellesley Investment Partners's BIL Position: Q3 2020 in Review

Wellesley Investment Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.4% in Q3 2020, buying an estimated $75.7K and bringing the position to 19,552 shares worth $1.79M. The position accounts for 0.61% of the portfolio, ranked #19.

Wellesley Investment Partners first reported a position in BIL in Q4 2018 and has held it in 7 quarters since. 380 funds tracked by Wall St. Rank hold BIL as of Q3 2020.

Wellesley Investment Partners held 19,552 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.79M as of Q3 2020.
Wellesley Investment Partners bought 827 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2020, an estimated $75.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.61% of Wellesley Investment Partners's portfolio in Q3 2020, its #19 holding.
Wellesley Investment Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 7 quarters since.
380 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.