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

Beacon Capital Management LLC (Tennessee)’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	-57	Closed	-$5.27K	–	223
2025 Q2	$5.27K	Hold	57	–	–	﹤0.01%	754
2025 Q1	$5.21K	Buy	57 +1	+2%	+$92	﹤0.01%	760
2024 Q4	$5.16K	Hold	56	–	–	﹤0.01%	722
2024 Q3	$5.14K	Buy	+56	New	+$5.13K	﹤0.01%	807
2023 Q1	–	Sell	-36	Closed	-$3.29K	–	951
2022 Q4	$3.29K	Sell	36 -19	-35%	-$1.74K	﹤0.01%	717
2022 Q3	$5K	Hold	55	–	–	﹤0.01%	573
2022 Q2	$5K	Hold	55	–	–	﹤0.01%	631
2022 Q1	$5K	Buy	+55	New	+$5.03K	﹤0.01%	631

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Royal Bank of Canada

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Stifel Financial

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Envestnet Asset Management

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AQR Capital Management

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