Encompass More Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Encompass More Asset 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 Q2	$45.7M	Buy	498,380 +40,036	+9%	+$3.66M	6.64%	2
2026 Q1	$42M	Buy	458,344 +429,380	+1,482%	+$39.3M	7.04%	3
2025 Q4	$2.65M	Sell	28,964 -7,503	-21%	-$687K	0.49%	50
2025 Q3	$3.35M	Buy	36,467 +32,729	+876%	+$3M	0.64%	40
2025 Q2	$343K	Sell	3,738 -29,136	-89%	-$2.67M	0.08%	150
2025 Q1	$3.02M	Buy	32,874 +15,451	+89%	+$1.42M	0.9%	30
2024 Q4	$1.59M	Sell	17,423 -2,455	-12%	-$225K	0.53%	48
2024 Q3	$1.82M	Buy	19,878 +13,018	+190%	+$1.19M	0.7%	44
2024 Q2	$630K	Sell	6,860 -2,473	-26%	-$227K	0.45%	47
2024 Q1	$857K	Sell	9,333 -1,321	-12%	-$121K	0.71%	32
2023 Q4	$974K	Buy	+10,654	New	+$976K	1.09%	24

Other funds holding BIL

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return