Carr Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Carr Financial Group’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	$1.07M	Sell	11,730 -6,755	-37%	-$618K	0.28%	62
2025 Q4	$1.69M	Sell	18,485 -34,482	-65%	-$3.16M	0.45%	46
2025 Q3	$4.86M	Sell	52,967 -2,612	-5%	-$239K	1.33%	16
2025 Q2	$5.1M	Buy	55,579 +47,960	+629%	+$4.39M	1.5%	15
2025 Q1	$699K	Sell	7,619 -940	-11%	-$86.1K	0.23%	76
2024 Q4	$783K	Buy	8,559 +3,983	+87%	+$365K	0.24%	70
2024 Q3	$420K	Sell	4,576 -4,945	-52%	-$453K	0.12%	124
2024 Q2	$874K	Buy	9,521 +2,995	+46%	+$274K	0.28%	69
2024 Q1	$599K	Buy	6,526 +1,049	+19%	+$96.1K	0.2%	88
2023 Q4	$501K	Sell	5,477 -22,587	-80%	-$2.07M	0.19%	91
2023 Q3	$2.57M	Buy	28,064 +6,154	+28%	+$564K	1.02%	21
2023 Q2	$2.01M	Buy	+21,910	New	+$2.01M	0.8%	27

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

Carr Financial Group's BIL Position: Q1 2026 in Review

Carr Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 37% in Q1 2026, selling an estimated $618K and leaving 11,730 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #62.

Carr Financial Group first reported a position in BIL in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.1M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Carr Financial Group held 11,730 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.07M as of Q1 2026.
Carr Financial Group sold 6,755 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $618K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.28% of Carr Financial Group's portfolio in Q1 2026, its #62 holding.
Carr Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 12 quarters since.
Carr Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.1M in Q2 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 Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.