Alliance Wealth Advisors (Utah)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Alliance Wealth Advisors (Utah)’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	$26.3M	Buy	287,427 +96,689	+51%	+$8.85M	5.7%	4
2025 Q4	$17.4M	Sell	190,738 -20,843	-10%	-$1.91M	3.78%	3
2025 Q3	$19.4M	Sell	211,581 -83,677	-28%	-$7.67M	4.55%	1
2025 Q2	$27.1M	Buy	295,258 +224,786	+319%	+$20.6M	6.51%	1
2025 Q1	$6.46M	Sell	70,472 -4,983	-7%	-$456K	1.69%	8
2024 Q4	$6.9M	Buy	75,455 +52,863	+234%	+$4.84M	1.78%	7
2024 Q3	$2.07M	Buy	22,592 +11,923	+112%	+$1.09M	0.55%	63
2024 Q2	$979K	Buy	10,669 +6,943	+186%	+$636K	0.29%	84
2024 Q1	$342K	Buy	3,726 +894	+32%	+$81.9K	0.1%	182
2023 Q4	$259K	Buy	+2,832	New	+$259K	0.09%	216

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

Alliance Wealth Advisors (Utah)'s BIL Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 51% in Q1 2026, buying an estimated $8.85M and bringing the position to 287,427 shares worth $26.3M. The position accounts for 5.7% of the portfolio, ranked #4.

Alliance Wealth Advisors (Utah) first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.1M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Alliance Wealth Advisors (Utah) held 287,427 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $26.3M as of Q1 2026.
Alliance Wealth Advisors (Utah) bought 96,689 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $8.85M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.7% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #4 holding.
Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
Alliance Wealth Advisors (Utah)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $27.1M in Q2 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 Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.