Beacon Pointe Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Beacon Pointe 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	$16M	Buy	174,699 +58,690	+51%	+$5.37M	0.08%	215
2025 Q4	$10.6M	Buy	116,009 +10,901	+10%	+$998K	0.07%	244
2025 Q3	$9.64M	Sell	105,108 -10,768	-9%	-$986K	0.08%	227
2025 Q2	$10.6M	Sell	115,876 -11,054	-9%	-$1.01M	0.11%	166
2025 Q1	$11.6M	Sell	126,930 -3,757	-3%	-$344K	0.13%	158
2024 Q4	$11.9M	Buy	130,687 +10,969	+9%	+$1M	0.13%	145
2024 Q3	$11M	Sell	119,718 -62,912	-34%	-$5.76M	0.13%	155
2024 Q2	$16.8M	Buy	182,630 +47,548	+35%	+$4.36M	0.2%	114
2024 Q1	$12.4M	Sell	135,082 -14,057	-9%	-$1.29M	0.14%	152
2023 Q4	$13.6M	Sell	149,139 -53,150	-26%	-$4.87M	0.16%	138
2023 Q3	$18.6M	Buy	202,289 +48,170	+31%	+$4.41M	0.23%	105
2023 Q2	$14.2M	Buy	154,119 +193	+0.1%	+$17.7K	0.23%	98
2023 Q1	$14.1M	Buy	153,926 +84,057	+120%	+$7.7M	0.24%	98
2022 Q4	$6.39M	Buy	69,869 +58,676	+524%	+$5.37M	0.12%	164
2022 Q3	$1.03M	Sell	11,193 -13,261	-54%	-$1.21M	0.02%	456
2022 Q2	$2.24M	Sell	24,454 -232,527	-90%	-$21.3M	0.05%	310
2022 Q1	$23.5M	Buy	256,981 +201,450	+363%	+$18.4M	0.32%	72
2021 Q4	$5.08M	Buy	55,531 +44,970	+426%	+$4.11M	0.13%	142
2021 Q3	$966K	Sell	10,561 -38,340	-78%	-$3.51M	0.02%	416
2021 Q2	$4.47M	Buy	48,901 +24,163	+98%	+$2.21M	0.16%	129
2021 Q1	$2.26M	Buy	24,738 +20,586	+496%	+$1.88M	0.14%	133
2020 Q4	$379K	Buy	4,152 +1,939	+88%	+$177K	0.03%	324
2020 Q3	$203K	Sell	2,213 -2,359	-52%	-$216K	0.02%	373
2020 Q2	$419K	Buy	+4,572	New	+$419K	0.04%	260

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

Beacon Pointe Advisors's BIL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 51% in Q1 2026, buying an estimated $5.37M and bringing the position to 174,699 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #215.

Beacon Pointe Advisors first reported a position in BIL in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.5M in Q1 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Beacon Pointe Advisors held 174,699 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16M as of Q1 2026.
Beacon Pointe Advisors bought 58,690 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $5.37M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #215 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 24 quarters since.
Beacon Pointe Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23.5M in Q1 2022.
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 Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.