Schwab Charitable Fund Grows Stock Position in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS)

Schwab Charitable Fund lifted its stake in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS) by 0.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 24,848 shares of the company’s stock after purchasing an additional 214 shares during the quarter. SPDR Bloomberg 3-12 Month T-Bill ETF comprises 0.1% of Schwab Charitable Fund’s portfolio, making the stock its 10th largest position. Schwab Charitable Fund’s holdings in SPDR Bloomberg 3-12 Month T-Bill ETF were worth $2,470,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in BILS. Fortis Group Advisors LLC acquired a new stake in shares of SPDR Bloomberg 3-12 Month T-Bill ETF during the 4th quarter worth approximately $60,182,000. CWM LLC increased its position in SPDR Bloomberg 3-12 Month T-Bill ETF by 14.6% in the 4th quarter. CWM LLC now owns 1,737,029 shares of the company’s stock valued at $172,174,000 after acquiring an additional 221,777 shares during the period. Napa Wealth Management acquired a new stake in SPDR Bloomberg 3-12 Month T-Bill ETF in the 4th quarter valued at approximately $18,996,000. Ndwm LLC acquired a new stake in SPDR Bloomberg 3-12 Month T-Bill ETF in the 4th quarter valued at approximately $18,306,000. Finally, Envestnet Asset Management Inc. increased its position in SPDR Bloomberg 3-12 Month T-Bill ETF by 40.5% in the 4th quarter. Envestnet Asset Management Inc. now owns 602,241 shares of the company’s stock valued at $59,694,000 after acquiring an additional 173,517 shares during the period.

SPDR Bloomberg 3-12 Month T-Bill ETF Stock Up 0.1 %

BILS traded up $0.10 during trading hours on Friday, hitting $99.16. The company’s stock had a trading volume of 583,475 shares, compared to its average volume of 323,013. SPDR Bloomberg 3-12 Month T-Bill ETF has a fifty-two week low of $98.89 and a fifty-two week high of $99.54. The company has a 50-day simple moving average of $99.21 and a 200 day simple moving average of $99.23.

SPDR Bloomberg 3-12 Month T-Bill ETF Company Profile

The SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of US Treasury bills with maturities between 3-12 months. BILS was launched on Sep 23, 2020 and is managed by State Street.