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Estate Planners Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Estate Planners Group’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 		– Sell
-468
Closed -$42.8K – 113
2025
Q4 		$42.8K Buy
+468
New +$42.8K 0.02% 149

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Estate Planners Group's BIL Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 468 shares — an estimated $42.8K sold.

Estate Planners Group first reported a position in BIL in Q4 2025 and held it in 1 quarter. The position peaked at $42.8K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 468 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $42.8K.
  • Estate Planners Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $42.8K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.