BOSSRA
BIL icon

B.O.S.S. Retirement Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

B.O.S.S. Retirement 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 		$1.46M Sell
15,886
-521
-3% -$47.7K 0.44% 50
2025
Q4 		$1.5M Sell
16,407
-8,781
-35% -$804K 0.47% 46
2025
Q3 		$2.31M Sell
25,188
-10,356
-29% -$949K 0.55% 38
2025
Q2 		$3.26M Buy
35,544
+5,678
+19% +$520K 0.82% 29
2025
Q1 		$2.74M Buy
29,866
+2,327
+8% +$213K 0.79% 26
2024
Q4 		$2.52M Buy
27,539
+21,239
+337% +$1.95M 0.7% 30
2024
Q3 		$578K Buy
6,300
+4,107
+187% +$376K 0.12% 142
2024
Q2 		$201K Buy
+2,193
New +$201K 0.05% 166
2023
Q3 		– Sell
-10,368
Closed -$952K – 237
2023
Q2 		$952K Sell
10,368
-8,412
-45% -$771K 0.2% 160
2023
Q1 		$1.72M Sell
18,780
-5,223
-22% -$478K 0.41% 99
2022
Q4 		$2.2M Buy
+24,003
New +$2.2M 0.56% 57

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return