Client First Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Client First Investment Management’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	$587K	Sell	6,402 -131	-2%	-$12K	0.28%	23
2026 Q2	$599K	Sell	6,533 -2	-0%	-$183	0.25%	27
2026 Q1	$599K	Sell	6,535 -632	-9%	-$57.8K	0.31%	14
2025 Q4	$655K	Sell	7,167 -319	-4%	-$29.2K	0.34%	20
2025 Q3	$687K	Sell	7,486 -1,350	-15%	-$124K	0.35%	27
2025 Q2	$811K	Sell	8,836 -165,584	-95%	-$15.2M	0.5%	19
2025 Q1	$16M	Buy	174,420 +155,694	+831%	+$14.3M	10.85%	3
2024 Q4	$1.71M	Buy	18,726 +2,177	+13%	+$199K	1.1%	13
2024 Q3	$1.52M	Sell	16,549 -1,042	-6%	-$95.5K	1.16%	10
2024 Q2	$1.61M	Sell	17,591 -6,491	-27%	-$595K	1.25%	10
2024 Q1	$2.21M	Sell	24,082 -101,262	-81%	-$9.28M	1.76%	8
2023 Q4	$11.5M	Buy	+125,344	New	+$11.5M	11.12%	3

Other funds holding BIL

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

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 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

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Client First Investment Management's BIL Position: Q3 2026 in Review

Client First Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2% in Q3 2026, selling an estimated $12K and leaving 6,402 shares worth $587K. The position accounts for 0.28% of the portfolio, ranked #23.

Client First Investment Management first reported a position in BIL in Q4 2023 and has held it in 12 quarters since. The position peaked at $16M in Q1 2025. 169 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Client First Investment Management held 6,402 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $587K as of Q3 2026.
Client First Investment Management sold 131 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $12K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.28% of Client First Investment Management's portfolio in Q3 2026, its #23 holding.
Client First Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 12 quarters since.
Client First Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16M in Q1 2025.
169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.