American Investment Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

American Investment Services’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
2025 Q1	–	Sell	-6,440	Closed	-$589K	–	159
2024 Q4	$589K	Buy	6,440 +3,415	+113%	+$313K	0.1%	100
2024 Q3	$278K	Sell	3,025 -75	-2%	-$6.87K	0.05%	139
2024 Q2	$285K	Buy	3,100 +2	+0.1%	+$183	0.05%	132
2024 Q1	$284K	Buy	+3,098	New	+$284K	0.05%	131
2022 Q3	–	Sell	-2,943	Closed	-$269K	–	121
2022 Q2	$269K	Hold	2,943	–	–	0.06%	107
2022 Q1	$269K	Hold	2,943	–	–	0.06%	104
2021 Q4	$269K	Hold	2,943	–	–	0.06%	109
2021 Q3	$269K	Hold	2,943	–	–	0.06%	106
2021 Q2	$269K	Hold	2,943	–	–	0.06%	103
2021 Q1	$269K	Sell	2,943 -1,090	-27%	-$99.7K	0.07%	101
2020 Q4	$369K	Sell	4,033 -540	-12%	-$49.4K	0.11%	93
2020 Q3	$418K	Sell	4,573 -1,353	-23%	-$124K	0.14%	99
2020 Q2	$542K	Buy	5,926 +512	+9%	+$46.9K	0.19%	90
2020 Q1	$496K	Sell	5,414 -4,488	-45%	-$411K	0.19%	87
2019 Q4	$905K	Buy	+9,902	New	+$906K	0.27%	61

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

American Investment Services's BIL Position: Q1 2025 in Review

American Investment Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 6,440 shares — an estimated $589K sold.

American Investment Services first reported a position in BIL in Q4 2019 and held it in 15 quarters. The position peaked at $905K in Q4 2019. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

American Investment Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
American Investment Services sold 6,440 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $589K.
American Investment Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 15 quarters.
American Investment Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $905K in Q4 2019.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on American Investment Services's 13F filing for Q1 2025, filed 13 May 2025.