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

Claro 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 		$1.01M Sell
11,011
-344
-3% -$31.5K 0.12% 146
2025
Q4 		$1.04M Buy
11,355
+2,665
+31% +$244K 0.14% 129
2025
Q3 		$797K Buy
8,690
+2,421
+39% +$222K 0.12% 158
2025
Q2 		$575K Buy
6,269
+1,524
+32% +$140K 0.09% 186
2025
Q1 		$435K Buy
+4,745
New +$435K 0.06% 297
2022
Q2 		– Sell
-2,796
Closed -$256K – 285
2022
Q1 		$256K Hold
2,796
– – 0.09% 220
2021
Q4 		$256K Buy
2,796
+33
+1% +$3.02K 0.09% 220
2021
Q3 		$253K Hold
2,763
– – 0.11% 200
2021
Q2 		$253K Buy
2,763
+41
+2% +$3.75K 0.11% 192
2021
Q1 		$249K Hold
2,722
– – 0.13% 178
2020
Q4 		$249K Hold
2,722
– – 0.13% 173
2020
Q3 		$249K Hold
2,722
– – 0.16% 156
2020
Q2 		$249K Hold
2,722
– – 0.17% 148
2020
Q1 		$249K Buy
+2,722
New +$249K 0.23% 129
2019
Q1 		– Sell
-283
Closed -$26K – 233
2018
Q4 		$26K Buy
+283
New +$25.9K 0.02% 486

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