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

WESCAP Management 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	-12,400	Closed	-$1.14M	–	94
2024 Q2	$1.14M	Hold	12,400	–	–	0.32%	54
2024 Q1	$1.14M	Hold	12,400	–	–	0.33%	54
2023 Q4	$1.13M	Hold	12,400	–	–	0.37%	51
2023 Q3	$1.14M	Hold	12,400	–	–	0.41%	45
2023 Q2	$1.14M	Hold	12,400	–	–	0.4%	49
2023 Q1	$1.14M	Hold	12,400	–	–	0.4%	47
2022 Q4	$1.13M	Hold	12,400	–	–	0.4%	46
2022 Q3	$1.14M	Sell	12,400 -145	-1%	-$13.3K	0.43%	45
2022 Q2	$1.15M	Buy	+12,545	New	+$1.15M	0.39%	47

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 $74.2B AUM 21.09% 1-Year Est. Return

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

WESCAP Management Group's BIL Position: Q3 2024 in Review

WESCAP Management Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 12,400 shares — an estimated $1.14M sold.

WESCAP Management Group first reported a position in BIL in Q2 2022 and held it in 9 quarters. The position peaked at $1.15M in Q2 2022. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

WESCAP Management 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.
WESCAP Management Group sold 12,400 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $1.14M.
WESCAP Management Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 9 quarters.
WESCAP Management Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.15M in Q2 2022.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on WESCAP Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.