Axxcess Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Axxcess Wealth Management’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	$76.4M	Buy	833,469 +83,230	+11%	+$7.62M	2.45%	7
2025 Q4	$68.6M	Sell	750,239 -160,340	-18%	-$14.7M	1.19%	13
2025 Q3	$83.5M	Buy	910,579 +23,677	+3%	+$2.17M	1.77%	8
2025 Q2	$81.4M	Buy	886,902 +106,972	+14%	+$9.8M	1.9%	7
2025 Q1	$71.5M	Sell	779,930 -121,815	-14%	-$11.2M	1.9%	6
2024 Q4	$82.4M	Buy	901,745 +51,132	+6%	+$4.68M	1.98%	7
2024 Q3	$78.1M	Buy	850,613 +153,183	+22%	+$14M	1.92%	7
2024 Q2	$64M	Buy	697,430 +72,713	+12%	+$6.66M	1.69%	7
2024 Q1	$57.3M	Sell	624,717 -48,008	-7%	-$4.4M	1.57%	10
2023 Q4	$61.5M	Buy	672,725 +23,036	+4%	+$2.11M	1.79%	8
2023 Q3	$59.7M	Buy	649,689 +159,626	+33%	+$14.6M	2.03%	7
2023 Q2	$45M	Sell	490,063 -5,003	-1%	-$458K	3.26%	2
2023 Q1	$45.5M	Buy	495,066 +397,643	+408%	+$36.4M	3.44%	2
2022 Q4	$8.91M	Sell	97,423 -10,519	-10%	-$963K	0.74%	25
2022 Q3	$9.89M	Buy	107,942 +50,913	+89%	+$4.66M	0.94%	18
2022 Q2	$5.22M	Sell	57,029 -40,411	-41%	-$3.7M	0.48%	45
2022 Q1	$8.91M	Sell	97,440 -24,561	-20%	-$2.25M	0.7%	22
2021 Q4	$11.2M	Buy	+122,001	New	+$11.2M	0.81%	20

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

Axxcess Wealth Management's BIL Position: Q1 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q1 2026, buying an estimated $7.62M and bringing the position to 833,469 shares worth $76.4M. The position accounts for 2.45% of the portfolio, ranked #7.

Axxcess Wealth Management first reported a position in BIL in Q4 2021 and has held it in 18 quarters since. The position peaked at $83.5M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Axxcess Wealth Management held 833,469 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $76.4M as of Q1 2026.
Axxcess Wealth Management bought 83,230 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $7.62M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.45% of Axxcess Wealth Management's portfolio in Q1 2026, its #7 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $83.5M in Q3 2025.
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 Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.