Berkshire Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Berkshire Asset Management’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 Q4	–	Sell	-10,900	Closed	-$1M	–	266
2025 Q3	$1M	Hold	10,900	–	–	0.04%	145
2025 Q2	$1,000K	Hold	10,900	–	–	0.05%	142
2025 Q1	$997K	Sell	10,900 -1,400	-11%	-$128K	0.05%	139
2024 Q4	$1.13M	Buy	12,300 +5,800	+89%	+$531K	0.05%	135
2024 Q3	$597K	Hold	6,500	–	–	0.03%	166
2024 Q2	$597K	Buy	+6,500	New	+$595K	0.03%	168

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berkshire Asset Management's BIL Position: Q4 2025 in Review

Berkshire Asset Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 10,900 shares — an estimated $1M sold.

Berkshire Asset Management first reported a position in BIL in Q2 2024 and held it in 6 quarters. The position peaked at $1.13M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Berkshire Asset Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 10,900 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $1M.
Berkshire Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
Berkshire Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.13M in Q4 2024.
1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.