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

Darwin 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	$124K	Buy	1,350 +4	+0.3%	+$366	0.04%	161
2025 Q4	$123K	Sell	1,346 -1	-0.1%	-$92	0.04%	158
2025 Q3	$124K	Buy	1,347 +4	+0.3%	+$366	0.04%	158
2025 Q2	$123K	Sell	1,343 -800	-37%	-$73.3K	0.04%	150
2025 Q1	$196K	Hold	2,143	–	–	0.07%	132
2024 Q4	$196K	Sell	2,143 -1,365	-39%	-$125K	0.07%	132
2024 Q3	$322K	Sell	3,508 -71,589	-95%	-$6.56M	0.09%	113
2024 Q2	$6.89M	Sell	75,097 -1,750	-2%	-$160K	3.42%	8
2024 Q1	$7.05M	Sell	76,847 -5,739	-7%	-$526K	1.97%	14
2023 Q4	$7.55M	Sell	82,586 -8,474	-9%	-$776K	2.03%	14
2023 Q3	$8.36M	Buy	91,060 +88,304	+3,204%	+$8.09M	2.25%	14
2023 Q2	$252K	Sell	2,756 -761	-22%	-$69.7K	0.06%	124
2023 Q1	$322K	Sell	3,517 -407	-10%	-$37.3K	0.09%	116
2022 Q4	$359K	Sell	3,924 -547	-12%	-$50.1K	0.09%	113
2022 Q3	$409K	Sell	4,471 -1,209	-21%	-$111K	0.1%	110
2022 Q2	$519K	Sell	5,680 -923	-14%	-$84.4K	0.1%	109
2022 Q1	$604K	Sell	6,603 -165	-2%	-$15.1K	0.1%	111
2021 Q4	$619K	Sell	6,768 -2,214	-25%	-$202K	0.1%	113
2021 Q3	$821K	Sell	8,982 -2,125	-19%	-$194K	0.13%	93
2021 Q2	$1.02M	Sell	11,107 -2,307	-17%	-$211K	0.17%	80
2021 Q1	$1.23M	Sell	13,414 -5,944	-31%	-$544K	0.21%	75
2020 Q4	$1.77M	Sell	19,358 -10,189	-34%	-$933K	0.33%	70
2020 Q3	$2.7M	Sell	29,547 -55,507	-65%	-$5.08M	0.58%	56
2020 Q2	$7.78M	Buy	85,054 +64	+0.1%	+$5.86K	1.98%	14
2020 Q1	$7.79M	Buy	84,990 +7,557	+10%	+$692K	2.48%	6
2019 Q4	$7.08M	Buy	77,433 +5,612	+8%	+$513K	1.89%	8
2019 Q3	$6.58M	Buy	71,821 +4,517	+7%	+$413K	1.95%	7
2019 Q2	$6.17M	Sell	67,304 -50,676	-43%	-$4.64M	1.91%	7
2019 Q1	$10.8M	Buy	117,980 +71,312	+153%	+$6.53M	3.56%	3
2018 Q4	$4.27M	Buy	+46,668	New	+$4.27M	2.98%	9

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

Darwin Wealth Management's BIL Position: Q1 2026 in Review

Darwin Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.3% in Q1 2026, buying an estimated $366 and bringing the position to 1,350 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #161.

Darwin Wealth Management first reported a position in BIL in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2019. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Darwin Wealth Management held 1,350 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $124K as of Q1 2026.
Darwin Wealth Management bought 4 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $366.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Darwin Wealth Management's portfolio in Q1 2026, its #161 holding.
Darwin Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 30 quarters since.
Darwin Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.8M in Q1 2019.
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 Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.