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

Accretive Wealth Partners’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
2026 Q1	$217K	Buy	2,364 +129	+6%	+$11.8K	0.06%	165
2025 Q4	$204K	Hold	2,235	–	–	0.06%	149
2025 Q3	$205K	Buy	+2,235	New	+$205K	0.06%	146
2024 Q1	–	Sell	-9,542	Closed	-$872K	–	139
2023 Q4	$872K	Buy	+9,542	New	+$874K	0.42%	84
2023 Q3	–	Sell	-22,311	Closed	-$2.05M	–	121
2023 Q2	$2.05M	Buy	22,311 +5,857	+36%	+$537K	1.21%	18
2023 Q1	$1.51M	Buy	+16,454	New	+$1.51M	0.97%	29
2022 Q3	–	Sell	-11,018	Closed	-$1.01M	–	105
2022 Q2	$1.01M	Buy	+11,018	New	+$1.01M	0.73%	48

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

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

Accretive Wealth Partners's BIL Position: Q1 2026 in Review

Accretive Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.8% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,364 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #165.

Accretive Wealth Partners first reported a position in BIL in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.05M in Q2 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Accretive Wealth Partners held 2,364 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $217K as of Q1 2026.
Accretive Wealth Partners bought 129 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $11.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Accretive Wealth Partners's portfolio in Q1 2026, its #165 holding.
Accretive Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 7 quarters since.
Accretive Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.05M in Q2 2023.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.