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

Ameliora 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
2026 Q3	$1.48M	Hold	16,163	–	–	0.42%	41
2026 Q2	$1.48M	Hold	16,163	–	–	0.44%	43
2026 Q1	$1.48M	Hold	16,163	–	–	0.47%	40
2025 Q4	$1.48M	Hold	16,163	–	–	0.45%	39
2025 Q3	$1.48M	Hold	16,163	–	–	0.49%	38
2025 Q2	$1.47M	Hold	16,163	–	–	0.53%	36
2025 Q1	$1.48M	Hold	16,163	–	–	0.56%	36
2024 Q4	$1.48M	Hold	16,163	–	–	0.55%	37
2024 Q3	$1.48M	Sell	16,163 -2,978	-16%	-$273K	0.62%	36
2024 Q2	$1.76M	Sell	19,141 -10,359	-35%	-$949K	0.8%	35
2024 Q1	$2.69M	Sell	29,500 -17,334	-37%	-$1.59M	1.22%	28
2023 Q4	$4.26M	Sell	46,834 -20,835	-31%	-$1.91M	2.12%	14
2023 Q3	$6.18M	Sell	67,669 -654	-1%	-$59.9K	3.66%	7
2023 Q2	$6.28M	Sell	68,323 -4,829	-7%	-$442K	3.88%	7
2023 Q1	$6.72M	Sell	73,152 -6,384	-8%	-$585K	3.92%	7
2022 Q4	$7.28M	Buy	79,536 +3,871	+5%	+$354K	3.89%	8
2022 Q3	$6.92M	Buy	+75,665	New	+$6.92M	3.75%	7

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Ameliora Wealth Management's BIL Position: Q3 2026 in Review

Ameliora Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q3 2026 at 16,163 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #41.

Ameliora Wealth Management first reported a position in BIL in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.28M in Q4 2022. 474 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Ameliora Wealth Management held 16,163 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.48M as of Q3 2026.
Ameliora Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.42% of Ameliora Wealth Management's portfolio in Q3 2026, its #41 holding.
Ameliora Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 17 quarters since.
Ameliora Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.28M in Q4 2022.
474 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.