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

Beam Wealth 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 		$7.72M Sell
84,259
-26,803
-24% -$2.45M 1.92% 10
2025
Q4 		$10.1M Buy
111,062
+16,223
+17% +$1.49M 2.79% 6
2025
Q3 		$8.7M Buy
94,839
+5,411
+6% +$496K 2.37% 7
2025
Q2 		$8.2M Buy
89,428
+14,869
+20% +$1.36M 2.44% 6
2025
Q1 		$6.84M Sell
74,559
-5,518
-7% -$505K 2.31% 8
2024
Q4 		$7.32M Buy
80,077
+12,255
+18% +$1.12M 2.32% 8
2024
Q3 		$6.23M Buy
67,822
+1,046
+2% +$95.8K 1.89% 11
2024
Q2 		$6.13M Buy
66,776
+4,545
+7% +$416K 2.04% 9
2024
Q1 		$5.71M Sell
62,231
-33,105
-35% -$3.03M 3.43% 8
2023
Q4 		$8.71M Buy
95,336
+21,826
+30% +$2M 5.53% 4
2023
Q3 		$6.75M Buy
73,510
+51,768
+238% +$4.74M 4.8% 4
2023
Q2 		$2M Buy
+21,742
New +$1.99M 1.39% 19

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