Wood Tarver Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wood Tarver Financial 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
2025 Q1	–	Sell	-7	Closed	–	–	712
2024 Q4	$0	Buy	+7	New	+$641	﹤0.01%	603

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

CWP

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

Wood Tarver Financial Group's BIL Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 7 shares.

Wood Tarver Financial Group first reported a position in BIL in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Wood Tarver Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 7 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025.
Wood Tarver Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
Wood Tarver Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $0 in Q4 2024.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.