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 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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return