Cornerstone Wealth Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Cornerstone Wealth Group’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	$2.28M	Buy	24,923 +15,088	+153%	+$1.38M	0.15%	123
2025 Q4	$899K	Hold	9,835	–	–	0.06%	159
2025 Q3	$902K	Buy	+9,835	New	+$901K	0.06%	151

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

Cornerstone Wealth Group's BIL Position: Q1 2026 in Review

Cornerstone Wealth Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 153% in Q1 2026, buying an estimated $1.38M and bringing the position to 24,923 shares worth $2.28M. The position accounts for 0.15% of the portfolio, ranked #123.

Cornerstone Wealth Group first reported a position in BIL in Q3 2025 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Cornerstone Wealth Group held 24,923 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.28M as of Q1 2026.
Cornerstone Wealth Group bought 15,088 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.38M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.15% of Cornerstone Wealth Group's portfolio in Q1 2026, its #123 holding.
Cornerstone Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 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 Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.