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

Castleview 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 Q3	$1.07M	Sell	11,630 -4,333	-27%	-$397K	0.47%	50
2026 Q2	$1.46M	Buy	15,963 +3,312	+26%	+$303K	0.64%	32
2026 Q1	$1.16M	Sell	12,651 -840	-6%	-$76.9K	0.59%	36
2025 Q4	$1.23M	Sell	13,491 -4,786	-26%	-$438K	0.61%	36
2025 Q3	$1.68M	Buy	18,277 +887	+5%	+$81.3K	0.91%	27
2025 Q2	$1.6M	Buy	17,390 +5,878	+51%	+$538K	1.03%	22
2025 Q1	$1.06M	Buy	11,512 +2,072	+22%	+$190K	0.71%	33
2024 Q4	$863K	Buy	9,440 +1,798	+24%	+$165K	0.46%	48
2024 Q3	$702K	Sell	7,642 -5,079	-40%	-$465K	0.4%	57
2024 Q2	$1.17M	Sell	12,721 -971	-7%	-$89K	0.66%	32
2024 Q1	$1.26M	Buy	13,692 +2,160	+19%	+$198K	0.7%	25
2023 Q4	$1.05M	Sell	11,532 -2,655	-19%	-$243K	0.74%	23
2023 Q3	$1.3M	Sell	14,187 -1,584	-10%	-$145K	1.2%	10
2023 Q2	$1.45M	Buy	15,771 +1,158	+8%	+$106K	1.3%	10
2023 Q1	$1.34M	Buy	14,613 +11,318	+343%	+$1.04M	1.19%	12
2022 Q4	$301K	Sell	3,295 -4,430	-57%	-$405K	0.29%	82
2022 Q3	$708K	Buy	7,725 +7,666	+12,993%	+$701K	0.68%	29
2022 Q2	$9.44K	Sell	59 -1,078	-95%	-$98.6K	0.01%	462
2022 Q1	$103K	Buy	+1,137	New	+$104K	0.06%	227
2021 Q2	$475K	Buy	+5,192	New	+$475K	0.21%	103

Other funds holding BIL

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Castleview Partners's BIL Position: Q3 2026 in Review

Castleview Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 27% in Q3 2026, selling an estimated $397K and leaving 11,630 shares worth $1.07M. The position accounts for 0.47% of the portfolio, ranked #50.

Castleview Partners first reported a position in BIL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q3 2025. 311 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Castleview Partners held 11,630 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.07M as of Q3 2026.
Castleview Partners sold 4,333 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $397K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.47% of Castleview Partners's portfolio in Q3 2026, its #50 holding.
Castleview Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2021 and has held it in 20 quarters since.
Castleview Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.68M in Q3 2025.
311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.