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

Willingdon Wealth Management’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
2018
Q2 		– Sell
-550
Closed -$50K – 324
2018
Q1 		$50K Sell
550
-700
-56% -$64K 0.02% 160
2017
Q4 		$114K Buy
+1,250
New +$114K 0.04% 124

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Bank of America
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UBS Group
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IA
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State Street
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SEI Investments
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