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Choate Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Choate Investment Advisors’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 		$874K Sell
9,541
-7,990
-46% -$731K 0.02% 248
2025
Q4 		$1.6M Sell
17,531
-3,490
-17% -$320K 0.03% 182
2025
Q3 		$1.93M Sell
21,021
-12,120
-37% -$1.11M 0.04% 151
2025
Q2 		$3.04M Sell
33,141
-11,869
-26% -$1.09M 0.07% 116
2025
Q1 		$4.13M Sell
45,010
-19,952
-31% -$1.83M 0.1% 89
2024
Q4 		$5.94M Sell
64,962
-103,665
-61% -$9.49M 0.14% 77
2024
Q3 		$15.5M Sell
168,627
-126,594
-43% -$11.6M 0.39% 37
2024
Q2 		$27.1M Buy
295,221
+209,010
+242% +$19.1M 0.71% 17
2024
Q1 		$7.91M Buy
86,211
+68,530
+388% +$6.28M 0.21% 63
2023
Q4 		$1.62M Sell
17,681
-749,590
-98% -$68.6M 0.05% 144
2023
Q3 		$70.5M Buy
+767,271
New +$70.3M 2.76% 7

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return