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

Cascade Financial Partners’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	–	Sell	-46,172	Closed	-$4.22M	–	268
2025 Q4	$4.22M	Buy	46,172 +18,350	+66%	+$1.68M	0.43%	53
2025 Q3	$2.55M	Sell	27,822 -3,102	-10%	-$284K	0.29%	68
2025 Q2	$2.84M	Buy	30,924 +3,196	+12%	+$293K	0.34%	60
2025 Q1	$2.54M	Buy	+27,728	New	+$2.54M	0.32%	61

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cascade Financial Partners's BIL Position: Q1 2026 in Review

Cascade Financial Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 46,172 shares — an estimated $4.22M sold.

Cascade Financial Partners first reported a position in BIL in Q1 2025 and held it in 4 quarters. The position peaked at $4.22M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Cascade Financial Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 46,172 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $4.22M.
Cascade Financial Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 4 quarters.
Cascade Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.22M in Q4 2025.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.