Briaud Financial Planning’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
$806K Buy
8,796
+2,660
+43% +$243K 0.21% 16
2025
Q4
$561K Sell
6,136
-598
-9% -$54.7K 0.14% 18
2025
Q3
$618K Buy
6,734
+1,564
+30% +$143K 0.2% 18
2025
Q2
$474K Hold
5,170
0.19% 20
2025
Q1
$474K Hold
5,170
0.19% 17
2024
Q4
$472K Hold
5,170
0.19% 17
2024
Q3
$474K Hold
5,170
0.24% 14
2024
Q2
$474K Buy
+5,170
New +$474K 0.27% 14

Other funds holding BIL

Briaud Financial Planning's BIL Position: Q1 2026 in Review

Briaud Financial Planning increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 43% in Q1 2026, buying an estimated $243K and bringing the position to 8,796 shares worth $806K. The position accounts for 0.21% of the portfolio, ranked #16.

Briaud Financial Planning first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Briaud Financial Planning held 8,796 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $806K as of Q1 2026.
  • Briaud Financial Planning bought 2,660 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $243K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.21% of Briaud Financial Planning's portfolio in Q1 2026, its #16 holding.
  • Briaud Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 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 Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.