Beacon Capital Management Inc (Ohio)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$17.4M	Sell	190,103 -43,400	-19%	-$3.97M	0.98%	28
2025 Q4	$21.3M	Sell	233,503 -943	-0.4%	-$86.3K	1.14%	21
2025 Q3	$21.5M	Sell	234,446 -5,074	-2%	-$465K	1.03%	26
2025 Q2	$22M	Sell	239,520 -116,073	-33%	-$10.6M	1.13%	20
2025 Q1	$32.6M	Sell	355,593 -1,604,049	-82%	-$147M	1.62%	13
2024 Q4	$179M	Sell	1,959,642 -136,282	-7%	-$12.5M	7.76%	1
2024 Q3	$192M	Sell	2,095,924 -130,949	-6%	-$12M	8.02%	1
2024 Q2	$204M	Buy	2,226,873 +4,182	+0.2%	+$383K	8.8%	1
2024 Q1	$203M	Sell	2,222,691 -15,668,512	-88%	-$1.44B	8.51%	1
2023 Q4	$1.64B	Buy	17,891,203 +17,782,168	+16,309%	+$1.63B	65.93%	1
2023 Q3	$10M	Sell	109,035 -631,042	-85%	-$57.8M	0.37%	20
2023 Q2	$68M	Buy	740,077 +138,734	+23%	+$12.7M	2.37%	4
2023 Q1	$55.2M	Buy	+601,343	New	+$55.1M	1.94%	3
2019 Q3	–	Sell	-29	Closed	-$3K	–	64
2019 Q2	$3K	Buy	+29	New	+$2.65K	﹤0.01%	61
2017 Q2	–	Sell	-1	Closed	–	–	81
2017 Q1	$0	Buy	+1	New	+$91	﹤0.01%	85

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BIL Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q1 2026, selling an estimated $3.97M and leaving 190,103 shares worth $17.4M. The position accounts for 0.98% of the portfolio, ranked #28.

Beacon Capital Management Inc (Ohio) first reported a position in BIL in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.64B in Q4 2023. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 190,103 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $17.4M as of Q1 2026.
Beacon Capital Management Inc (Ohio) sold 43,400 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.97M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.98% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #28 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 15 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.64B in Q4 2023.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.