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

AssuredPartners Investment Advisors’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	$34M	Buy	372,188 +317,949	+586%	+$29.1M	3.7%	1
2025 Q4	$4.96M	Buy	+54,239	New	+$4.97M	0.74%	31
2025 Q3	–	Sell	-176,687	Closed	-$16.2M	–	269
2025 Q2	$16.2M	Buy	176,687 +174,470	+7,870%	+$16M	3.96%	5
2025 Q1	$203K	Buy	+2,217	New	+$203K	0.04%	312

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

AssuredPartners Investment Advisors's BIL Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 586% in Q1 2026, buying an estimated $29.1M and bringing the position to 372,188 shares worth $34M. The position accounts for 3.7% of the portfolio, ranked #1.

AssuredPartners Investment Advisors first reported a position in BIL in Q1 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

AssuredPartners Investment Advisors held 372,188 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $34M as of Q1 2026.
AssuredPartners Investment Advisors bought 317,949 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $29.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.7% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #1 holding.
AssuredPartners Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 4 quarters since.
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 AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.