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

Zullo Investment 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
2023 Q1	–	Sell	-141	Closed	-$12.9K	–	191
2022 Q4	$12.9K	Hold	141	–	–	0.01%	457
2022 Q3	$13K	Hold	141	–	–	0.01%	448
2022 Q2	$13K	Sell	141 -31	-18%	-$2.83K	0.01%	451
2022 Q1	$16K	Hold	172	–	–	0.01%	460
2021 Q4	$16K	Buy	+172	New	+$15.7K	0.01%	457

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Zullo Investment Group's BIL Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2023, closing a stake of 141 shares — an estimated $12.9K sold.

Zullo Investment Group first reported a position in BIL in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q1 2022. 791 funds tracked by Wall St. Rank hold BIL as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 141 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2023, an estimated $12.9K.
Zullo Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16K in Q1 2022.
791 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.