Caitlin John’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Caitlin John’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	$22.9M	Buy	250,111 +177,689	+245%	+$16.3M	13.75%	1
2025 Q4	$6.62M	Buy	72,422 +2,330	+3%	+$213K	4.33%	1
2025 Q3	$6.43M	Buy	70,092 +9,449	+16%	+$866K	4.47%	1
2025 Q2	$5.56M	Sell	60,643 -3,869	-6%	-$354K	5.07%	1
2025 Q1	$5.92M	Buy	64,512 +33,692	+109%	+$3.09M	5.8%	3
2024 Q4	$2.82M	Buy	30,820 +1,083	+4%	+$99.2K	1.86%	5
2024 Q3	$2.72M	Sell	29,737 -58,082	-66%	-$5.32M	1.7%	7
2024 Q2	$8.06M	Sell	87,819 -22,146	-20%	-$2.03M	5.8%	1
2024 Q1	$10.1M	Sell	109,965 -56,016	-34%	-$5.13M	7.54%	1
2023 Q4	$15.2M	Buy	+165,981	New	+$15.2M	12.38%	1

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

Caitlin John's BIL Position: Q1 2026 in Review

Caitlin John increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 245% in Q1 2026, buying an estimated $16.3M and bringing the position to 250,111 shares worth $22.9M. The position accounts for 13.75% of the portfolio, ranked #1.

Caitlin John first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Caitlin John held 250,111 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $22.9M as of Q1 2026.
Caitlin John bought 177,689 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $16.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 13.75% of Caitlin John's portfolio in Q1 2026, its #1 holding.
Caitlin John first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 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 Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.