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

Coordinated Financial Services’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	$559K	Sell	6,098 -4,049	-40%	-$371K	0.32%	92
2025 Q4	$927K	Sell	10,147 -203	-2%	-$18.6K	0.53%	55
2025 Q3	$950K	Sell	10,350 -1,148	-10%	-$105K	0.61%	48
2025 Q2	$1.05M	Buy	11,498 +4,965	+76%	+$455K	0.73%	39
2025 Q1	$599K	Sell	6,533 -363	-5%	-$33.2K	0.46%	65
2024 Q4	$631K	Buy	+6,896	New	+$632K	0.49%	57
2024 Q2	$653K	Sell	7,111 -426	-6%	-$39K	0.56%	48
2024 Q1	$692K	Buy	+7,537	New	+$690K	0.6%	43

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Coordinated Financial Services's BIL Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 40% in Q1 2026, selling an estimated $371K and leaving 6,098 shares worth $559K. The position accounts for 0.32% of the portfolio, ranked #92.

Coordinated Financial Services first reported a position in BIL in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Coordinated Financial Services held 6,098 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $559K as of Q1 2026.
Coordinated Financial Services sold 4,049 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $371K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.32% of Coordinated Financial Services's portfolio in Q1 2026, its #92 holding.
Coordinated Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.05M in Q2 2025.
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 Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.