Arlington Trust’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Arlington Trust’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	$733K	Sell	7,999 -2,295	-22%	-$210K	0.06%	65
2026 Q2	$943K	Sell	10,294 -4,926	-32%	-$451K	0.08%	42
2026 Q1	$1.39M	Buy	15,220 +1,640	+12%	+$150K	0.12%	36
2025 Q4	$1.24M	Buy	13,580 +2,057	+18%	+$188K	0.13%	37
2025 Q3	$1.06M	Buy	11,523 +526	+5%	+$48.2K	0.19%	67
2025 Q2	$1.01M	Sell	10,997 -2,222	-17%	-$203K	0.2%	65
2025 Q1	$1.21M	Buy	13,219 +997	+8%	+$91.3K	0.26%	55
2024 Q4	$1.12M	Sell	12,222 -1,493	-11%	-$137K	0.23%	59
2024 Q3	$1.26M	Sell	13,715 -108	-0.8%	-$9.9K	0.27%	51
2024 Q2	$1.27M	Buy	13,823 +621	+5%	+$56.9K	0.3%	44
2024 Q1	$1.21M	Buy	13,202 +1,771	+15%	+$162K	0.31%	47
2023 Q4	$1.04M	Sell	11,431 -52,717	-82%	-$4.83M	0.29%	51
2023 Q3	$5.89M	Buy	+64,148	New	+$5.88M	2.42%	5

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Arlington Trust's BIL Position: Q3 2026 in Review

Arlington Trust reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q3 2026, selling an estimated $210K and leaving 7,999 shares worth $733K. The position accounts for 0.06% of the portfolio, ranked #65.

Arlington Trust first reported a position in BIL in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.89M in Q3 2023. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Arlington Trust held 7,999 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $733K as of Q3 2026.
Arlington Trust sold 2,295 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $210K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Arlington Trust's portfolio in Q3 2026, its #65 holding.
Arlington Trust first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 13 quarters since.
Arlington Trust's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.89M in Q3 2023.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.