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

Abich Financial 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
2025 Q3	$48.1M	Buy	+523,865	New	+$48M	17.11%	1
2024 Q3	$8.58M	Sell	93,440 -620,510	-87%	-$56.9M	19.28%	1
2024 Q2	$65.5M	Buy	713,950 +432,525	+154%	+$39.6M	44.56%	1
2024 Q1	$25.8M	Sell	281,425 -142,833	-34%	-$13.1M	19.96%	1
2023 Q4	$38.8M	Buy	+424,258	New	+$38.8M	37.03%	1

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Abich Financial Wealth Management's BIL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025: 523,865 shares worth $48.1M. The stake represents 17.11% of the portfolio and ranks #1 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BIL as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in BIL in Q4 2023 and has held it in 5 quarters since. The position peaked at $65.5M in Q2 2024. 1,166 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Abich Financial Wealth Management held 523,865 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $48.1M as of Q3 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 17.11% of Abich Financial Wealth Management's portfolio in Q3 2025, its #1 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 5 quarters since.
Abich Financial Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $65.5M in Q2 2024.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.