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Yarger Wealth Strategies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Yarger Wealth Strategies’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
Q4 		– Sell
-27,928
Closed -$2.56M – 91
2024
Q3 		$2.56M Buy
27,928
+323
+1% +$29.6K 1.42% 21
2024
Q2 		$2.53M Buy
27,605
+1,276
+5% +$117K 1.52% 20
2024
Q1 		$2.42M Buy
+26,329
New +$2.41M 1.65% 20

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Yarger Wealth Strategies's BIL Position: Q4 2024 in Review

Yarger Wealth Strategies sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 27,928 shares — an estimated $2.56M sold.

Yarger Wealth Strategies first reported a position in BIL in Q1 2024 and held it in 3 quarters. The position peaked at $2.56M in Q3 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • Yarger Wealth Strategies reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Yarger Wealth Strategies sold 27,928 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $2.56M.
  • Yarger Wealth Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 3 quarters.
  • Yarger Wealth Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.56M in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Yarger Wealth Strategies's 13F filing for Q4 2024, filed 15 Jan 2025.