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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$61.7M Buy
673,338
+324,108
+93% +$29.7M 6.54% 3
2025
Q4
$31.9M Buy
349,230
+2,665
+0.8% +$244K 4.66% 4
2025
Q3
$31.8M Buy
346,565
+34,151
+11% +$3.13M 4.77% 4
2025
Q2
$28.7M Sell
312,414
-51,670
-14% -$4.73M 4.93% 4
2025
Q1
$33.4M Buy
364,084
+5,362
+1% +$491K 6.56% 1
2024
Q4
$32.8M Sell
358,722
-70,098
-16% -$6.42M 6.54% 2
2024
Q3
$39.4M Buy
428,820
+38,797
+10% +$3.55M 8.36% 2
2024
Q2
$35.8M Buy
390,023
+72,193
+23% +$6.61M 9.46% 1
2024
Q1
$29.2M Buy
317,830
+539
+0.2% +$49.4K 12.05% 1
2023
Q4
$29M Buy
317,291
+190,365
+150% +$17.4M 12.94% 1
2023
Q3
$11.7M Buy
126,926
+27,117
+27% +$2.48M 6.92% 8
2023
Q2
$9.16M Buy
99,809
+27,617
+38% +$2.53M 5.63% 8
2023
Q1
$6.63M Buy
+72,192
New +$6.61M 4.88% 9

Other funds holding BIL

Convergence Financial's BIL Position: Q1 2026 in Review

Convergence Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 93% in Q1 2026, buying an estimated $29.7M and bringing the position to 673,338 shares worth $61.7M. The position accounts for 6.54% of the portfolio, ranked #3.

Convergence Financial first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Convergence Financial held 673,338 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $61.7M as of Q1 2026.
  • Convergence Financial bought 324,108 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $29.7M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 6.54% of Convergence Financial's portfolio in Q1 2026, its #3 holding.
  • Convergence Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.