Essential Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Essential Partners’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 Q3	–	Sell	-2,088	Closed	-$191K	–	2872
2026 Q2	$191K	Hold	2,088	–	–	0.09%	240
2026 Q1	$191K	Buy	2,088 +2,086	+104,300%	+$191K	0.06%	299
2025 Q4	$183	Buy	+2	New	+$183	﹤0.01%	2449

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Essential Partners's BIL Position: Q3 2026 in Review

Essential Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026, closing a stake of 2,088 shares — an estimated $191K sold.

Essential Partners first reported a position in BIL in Q4 2025 and held it in 3 quarters. The position peaked at $191K in Q2 2026. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Essential Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 2,088 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $191K.
Essential Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and held it in 3 quarters.
Essential Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $191K in Q2 2026.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.