Curi RMB Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Curi RMB Capital’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	$2.02M	Sell	22,001 -2,621	-11%	-$240K	0.04%	329
2025 Q4	$2.25M	Sell	24,622 -5,402	-18%	-$495K	0.04%	319
2025 Q3	$2.75M	Sell	30,024 -3,177	-10%	-$291K	0.05%	291
2025 Q2	$3.05M	Buy	33,201 +1,775	+6%	+$163K	0.06%	270
2025 Q1	$2.88M	Sell	31,426 -4,107	-12%	-$376K	0.07%	235
2024 Q4	$3.25M	Sell	35,533 -3,029	-8%	-$277K	0.07%	227
2024 Q3	$3.54M	Sell	38,562 -4,722	-11%	-$433K	0.08%	218
2024 Q2	$3.97M	Sell	43,284 -2,614	-6%	-$239K	0.1%	204
2024 Q1	$4.21M	Buy	45,898 +25,297	+123%	+$2.32M	0.1%	200
2023 Q4	$1.88M	Sell	20,601 -2,180	-10%	-$200K	0.06%	239
2023 Q3	$2.09M	Sell	22,781 -916	-4%	-$83.9K	0.07%	216
2023 Q2	$2.18M	Sell	23,697 -2,091	-8%	-$192K	0.07%	211
2023 Q1	$2.37M	Sell	25,788 -5,632	-18%	-$516K	0.08%	197
2022 Q4	$2.87M	Buy	31,420 +26,182	+500%	+$2.4M	0.1%	184
2022 Q3	$480K	Buy	+5,238	New	+$479K	0.02%	359
2022 Q2	–	Sell	-3,729	Closed	-$341K	–	471
2022 Q1	$341K	Hold	3,729	–	–	0.01%	371
2021 Q4	$341K	Hold	3,729	–	–	0.01%	387
2021 Q3	$341K	Hold	3,729	–	–	0.01%	379
2021 Q2	$341K	Hold	3,729	–	–	0.01%	396
2021 Q1	$341K	Hold	3,729	–	–	0.01%	388
2020 Q4	$341K	Sell	3,729 -1,225	-25%	-$112K	0.01%	485
2020 Q3	$453K	Hold	4,954	–	–	0.02%	433
2020 Q2	$453K	Sell	4,954 -1,048	-17%	-$95.9K	0.02%	417
2020 Q1	$550K	Buy	+6,002	New	+$549K	0.03%	385
2018 Q4	–	Sell	-9,230	Closed	-$845K	–	899
2018 Q3	$845K	Buy	9,230 +2,100	+29%	+$192K	0.02%	534
2018 Q2	$653K	Buy	+7,130	New	+$652K	0.02%	585

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

Curi RMB Capital's BIL Position: Q1 2026 in Review

Curi RMB Capital reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q1 2026, selling an estimated $240K and leaving 22,001 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #329.

Curi RMB Capital first reported a position in BIL in Q2 2018 and has held it in 26 quarters since. The position peaked at $4.21M in Q1 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Curi RMB Capital held 22,001 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.02M as of Q1 2026.
Curi RMB Capital sold 2,621 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $240K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #329 holding.
Curi RMB Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and has held it in 26 quarters since.
Curi RMB Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.21M in Q1 2024.
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 Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.