AllGen Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

AllGen Financial Advisors’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	$1.35M	Sell	14,771 -120,511	-89%	-$11M	0.32%	26
2025 Q4	$12.4M	Buy	135,282 +22,838	+20%	+$2.09M	2.93%	10
2025 Q3	$10.3M	Buy	112,444 +55,393	+97%	+$5.07M	2.53%	10
2025 Q2	$5.23M	Buy	+57,051	New	+$5.22M	1.41%	16
2024 Q4	–	Sell	-16,107	Closed	-$1.48M	–	38
2024 Q3	$1.48M	Buy	+16,107	New	+$1.48M	0.48%	31

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

AllGen Financial Advisors's BIL Position: Q1 2026 in Review

AllGen Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 89% in Q1 2026, selling an estimated $11M and leaving 14,771 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #26.

AllGen Financial Advisors first reported a position in BIL in Q3 2024 and has held it in 5 quarters since. The position peaked at $12.4M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

AllGen Financial Advisors held 14,771 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.35M as of Q1 2026.
AllGen Financial Advisors sold 120,511 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $11M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.32% of AllGen Financial Advisors's portfolio in Q1 2026, its #26 holding.
AllGen Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 5 quarters since.
AllGen Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.4M in Q4 2025.
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 AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.