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

Destination 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 		$773K Buy
8,434
+4,724
+127% +$432K 0.02% 164
2025
Q4 		$339K Hold
3,710
– – 0.01% 240
2025
Q3 		$340K Buy
3,710
+167
+5% +$15.3K 0.01% 212
2025
Q2 		$325K Hold
3,543
– – 0.01% 208
2025
Q1 		$325K Sell
3,543
-552
-13% -$50.6K 0.01% 199
2024
Q4 		$374K Buy
4,095
+525
+15% +$48.1K 0.01% 183
2024
Q3 		$328K Hold
3,570
– – 0.01% 186
2024
Q2 		$328K Hold
3,570
– – 0.01% 170
2024
Q1 		$328K Hold
3,570
– – 0.01% 165
2023
Q4 		$326K Hold
3,570
– – 0.01% 166
2023
Q3 		$328K Buy
3,570
+20
+0.6% +$1.83K 0.01% 160
2023
Q2 		$326K Buy
3,550
+435
+14% +$39.9K 0.01% 165
2023
Q1 		$286K Buy
+3,115
New +$285K 0.01% 175
2019
Q3 		– Sell
-52
Closed -$5K – 180
2019
Q2 		$5K Buy
+52
New +$4.76K ﹤0.01% 479

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return