Center for Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Center for Financial Planning’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	-58	Closed	-$5.3K	–	665
2025 Q4	$5.3K	Buy	+58	New	+$5.31K	﹤0.01%	551
2020 Q2	–	Sell	-181	Closed	-$17K	–	465
2020 Q1	$17K	Buy	+181	New	+$16.6K	0.01%	267

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Center for Financial Planning's BIL Position: Q1 2026 in Review

Center for Financial Planning sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 58 shares — an estimated $5.3K sold.

Center for Financial Planning first reported a position in BIL in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2020. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Center for Financial Planning reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 58 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $5.3K.
Center for Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and held it in 2 quarters.
Center for Financial Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17K in Q1 2020.
1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.