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

BlueChip 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
2025 Q3	–	Sell	-3,433	Closed	-$315K	–	157
2025 Q2	$315K	Hold	3,433	–	–	0.14%	124
2025 Q1	$315K	Hold	3,433	–	–	0.15%	115
2024 Q4	$314K	Sell	3,433 -261	-7%	-$23.9K	0.17%	97
2024 Q3	$339K	Sell	3,694 -170	-4%	-$15.6K	0.18%	107
2024 Q2	$355K	Buy	3,864 +431	+13%	+$39.5K	0.21%	96
2024 Q1	$315K	Hold	3,433	–	–	0.2%	91
2023 Q4	$314K	Buy	+3,433	New	+$314K	0.22%	86

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

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

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

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

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

CWP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlueChip Wealth Advisors's BIL Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 3,433 shares — an estimated $315K sold.

BlueChip Wealth Advisors first reported a position in BIL in Q4 2023 and held it in 7 quarters. The position peaked at $355K in Q2 2024. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

BlueChip Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 3,433 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $315K.
BlueChip Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $355K in Q2 2024.
1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.