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

Cabot Wealth 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
2026 Q1	$6.43M	Sell	70,178 -3,475	-5%	-$318K	0.74%	46
2025 Q4	$6.73M	Sell	73,653 -110,096	-60%	-$10.1M	0.74%	46
2025 Q3	$16.9M	Buy	183,749 +163,989	+830%	+$15M	1.87%	16
2025 Q2	$1.81M	Sell	19,760 -103,516	-84%	-$9.48M	0.22%	84
2025 Q1	$11.3M	Sell	123,276 -2,055	-2%	-$188K	1.44%	28
2024 Q4	$11.5M	Buy	125,331 +97,398	+349%	+$8.92M	1.46%	27
2024 Q3	$2.56M	Sell	27,933 -11,328	-29%	-$1.04M	0.32%	74
2024 Q2	$3.6M	Buy	39,261 +10,024	+34%	+$918K	0.47%	56
2024 Q1	$2.68M	Sell	29,237 -15,084	-34%	-$1.38M	0.35%	64
2023 Q4	$4.05M	Sell	44,321 -10,417	-19%	-$954K	0.56%	49
2023 Q3	$5.03M	Buy	54,738 +24,156	+79%	+$2.21M	0.77%	41
2023 Q2	$2.81M	Sell	30,582 -2,101	-6%	-$192K	0.42%	61
2023 Q1	$3M	Buy	+32,683	New	+$2.99M	0.47%	55
2020 Q1	–	Sell	-2,305	Closed	-$211K	–	119
2019 Q4	$211K	Buy	+2,305	New	+$211K	0.04%	125

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cabot Wealth Management's BIL Position: Q1 2026 in Review

Cabot Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.7% in Q1 2026, selling an estimated $318K and leaving 70,178 shares worth $6.43M. The position accounts for 0.74% of the portfolio, ranked #46.

Cabot Wealth Management first reported a position in BIL in Q4 2019 and has held it in 14 quarters since. The position peaked at $16.9M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Cabot Wealth Management held 70,178 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.43M as of Q1 2026.
Cabot Wealth Management sold 3,475 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $318K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.74% of Cabot Wealth Management's portfolio in Q1 2026, its #46 holding.
Cabot Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 14 quarters since.
Cabot Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.9M in Q3 2025.
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 Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.