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

AXS Investments’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 Q3	–	Sell	-20,453	Closed	-$1.88M	–	201
2025 Q2	$1.88M	Sell	20,453 -54,426	-73%	-$4.98M	0.77%	37
2025 Q1	$6.87M	Buy	+74,879	New	+$6.86M	1.9%	5
2024 Q2	–	Sell	-4,000	Closed	-$367K	–	228
2024 Q1	$367K	Sell	4,000 -11,000	-73%	-$1.01M	0.09%	238
2023 Q4	$1.37M	Sell	15,000 -41,000	-73%	-$3.75M	0.33%	105
2023 Q3	$5.14M	Buy	56,000 +26,000	+87%	+$2.38M	1.33%	10
2023 Q2	$2.75M	Buy	+30,000	New	+$2.75M	0.74%	24

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AXS Investments's BIL Position: Q3 2025 in Review

AXS Investments sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 20,453 shares — an estimated $1.88M sold.

AXS Investments first reported a position in BIL in Q2 2023 and held it in 6 quarters. The position peaked at $6.87M in Q1 2025. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

AXS Investments reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
AXS Investments sold 20,453 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $1.88M.
AXS Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 6 quarters.
AXS Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.87M in Q1 2025.
1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on AXS Investments's 13F filing for Q3 2025, filed 4 Nov 2025.