Alvarez & Marsal Private Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Alvarez & Marsal Private 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	–	Sell	-100,000	Closed	-$9.14M	–	181
2025 Q4	$9.14M	Buy	+100,000	New	+$9.15M	1.76%	13

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's BIL Position: Q1 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 100,000 shares — an estimated $9.14M sold.

Alvarez & Marsal Private Wealth Partners first reported a position in BIL in Q4 2025 and held it in 1 quarter. The position peaked at $9.14M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Alvarez & Marsal Private Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Alvarez & Marsal Private Wealth Partners sold 100,000 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $9.14M.
Alvarez & Marsal Private Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and held it in 1 quarter.
Alvarez & Marsal Private Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.14M in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.