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

Cornerstone Wealth 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 Q1	$1.03M	Sell	11,244 -442	-4%	-$40.4K	0.05%	311
2025 Q4	$1.07M	Buy	11,686 +60	+0.5%	+$5.49K	0.06%	282
2025 Q3	$1.07M	Buy	11,626 +81	+0.7%	+$7.42K	0.06%	269
2025 Q2	$1.06M	Sell	11,545 -345	-3%	-$31.6K	0.06%	254
2025 Q1	$1.09M	Sell	11,890 -124	-1%	-$11.4K	0.07%	226
2024 Q4	$1.1M	Buy	12,014 +4,719	+65%	+$432K	0.07%	220
2024 Q3	$670K	Buy	7,295 +1,430	+24%	+$131K	0.05%	290
2024 Q2	$538K	Buy	5,865 +2,319	+65%	+$212K	0.04%	319
2024 Q1	$326K	Buy	+3,546	New	+$325K	0.03%	420
2023 Q4	–	Sell	-2,588	Closed	-$238K	–	525
2023 Q3	$238K	Buy	+2,588	New	+$237K	0.02%	473
2020 Q3	–	Sell	-25,264	Closed	-$2.31M	–	393
2020 Q2	$2.31M	Buy	+25,264	New	+$2.31M	0.37%	55
2019 Q4	–	Sell	-4,505	Closed	-$413K	–	351
2019 Q3	$413K	Buy	+4,505	New	+$412K	0.07%	233

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 Management's BIL Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.8% in Q1 2026, selling an estimated $40.4K and leaving 11,244 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #311.

Cornerstone Wealth Management first reported a position in BIL in Q3 2019 and has held it in 12 quarters since. The position peaked at $2.31M in Q2 2020. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Cornerstone Wealth Management held 11,244 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.03M as of Q1 2026.
Cornerstone Wealth Management sold 442 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $40.4K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q1 2026, its #311 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 12 quarters since.
Cornerstone Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.31M in Q2 2020.
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 Management's 13F filing for Q1 2026, filed 24 Apr 2026.