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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$593K Buy
6,472
+1,244
+24% +$114K 0.1% 70
2025
Q4
$478K Buy
5,228
+161
+3% +$14.7K 0.08% 87
2025
Q3
$465K Buy
+5,067
New +$464K 0.08% 77

Other funds holding BIL

Bourgeon Capital Management's BIL Position: Q1 2026 in Review

Bourgeon Capital Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 24% in Q1 2026, buying an estimated $114K and bringing the position to 6,472 shares worth $593K. The position accounts for 0.1% of the portfolio, ranked #70.

Bourgeon Capital Management first reported a position in BIL in Q3 2025 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Bourgeon Capital Management held 6,472 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $593K as of Q1 2026.
  • Bourgeon Capital Management bought 1,244 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $114K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Bourgeon Capital Management's portfolio in Q1 2026, its #70 holding.
  • Bourgeon Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 quarters since.
  • 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 Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.