Axim Planning & Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Axim Planning & Wealth’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	$2.32M	Buy	25,321 +7,749	+44%	+$709K	2.81%	3
2025 Q4	$1.61M	Buy	17,572 +7,816	+80%	+$716K	1.69%	3
2025 Q3	$895K	Buy	+9,756	New	+$894K	0.71%	11
2024 Q3	–	Sell	-3,132	Closed	-$287K	–	36
2024 Q2	$287K	Buy	+3,132	New	+$287K	0.34%	15

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

Axim Planning & Wealth's BIL Position: Q1 2026 in Review

Axim Planning & Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 44% in Q1 2026, buying an estimated $709K and bringing the position to 25,321 shares worth $2.32M. The position accounts for 2.81% of the portfolio, ranked #3.

Axim Planning & Wealth first reported a position in BIL in Q2 2024 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Axim Planning & Wealth held 25,321 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.32M as of Q1 2026.
Axim Planning & Wealth bought 7,749 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $709K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.81% of Axim Planning & Wealth's portfolio in Q1 2026, its #3 holding.
Axim Planning & Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 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 Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.