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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.85M Buy
31,093
+7,692
+33% +$704K 0.88% 28
2025
Q4
$2.14M Buy
23,401
+5,037
+27% +$461K 0.69% 33
2025
Q3
$1.68M Buy
+18,364
New +$1.68M 0.42% 39

Other funds holding BIL

Balance Wealth's BIL Position: Q1 2026 in Review

Balance Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 33% in Q1 2026, buying an estimated $704K and bringing the position to 31,093 shares worth $2.85M. The position accounts for 0.88% of the portfolio, ranked #28.

Balance Wealth first reported a position in BIL in Q3 2025 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Balance Wealth held 31,093 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.85M as of Q1 2026.
  • Balance Wealth bought 7,692 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $704K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.88% of Balance Wealth's portfolio in Q1 2026, its #28 holding.
  • Balance Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 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 Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.