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

Evergreen Capital 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	$662K	Buy	7,220 +3,294	+84%	+$301K	0.01%	742
2026 Q1	$360K	Buy	3,926 +19	+0.5%	+$1.74K	0.01%	994
2025 Q4	$357K	Buy	3,907 +68	+2%	+$6.22K	0.01%	940
2025 Q3	$352K	Buy	3,839 +34	+0.9%	+$3.12K	0.01%	863
2025 Q2	$349K	Buy	3,805 +33	+0.9%	+$3.02K	0.01%	732
2025 Q1	$346K	Buy	3,772 +22	+0.6%	+$2.02K	0.01%	675
2024 Q4	$343K	Sell	3,750 -1,587	-30%	-$145K	0.01%	672
2024 Q3	$490K	Buy	5,337 +40	+0.8%	+$3.67K	0.02%	506
2024 Q2	$486K	Sell	5,297 -426	-7%	-$39K	0.02%	468
2024 Q1	$525K	Buy	5,723 +492	+9%	+$45.1K	0.02%	440
2023 Q4	$478K	Buy	+5,231	New	+$479K	0.02%	434
2021 Q1	–	Sell	-2,460	Closed	-$225K	–	510
2020 Q4	$225K	Sell	2,460 -315	-11%	-$28.8K	0.01%	399
2020 Q3	$254K	Sell	2,775 -982	-26%	-$89.9K	0.02%	348
2020 Q2	$344K	Sell	3,757 -1,144	-23%	-$105K	0.03%	289
2020 Q1	$449K	Sell	4,901 -12,340	-72%	-$1.13M	0.04%	236
2019 Q4	$1.58M	Sell	17,241 -34,538	-67%	-$3.16M	0.13%	142
2019 Q3	$4.74M	Buy	+51,779	New	+$4.74M	0.44%	59

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Evergreen Capital Management's BIL Position: Q2 2026 in Review

Evergreen Capital Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 84% in Q2 2026, buying an estimated $301K and bringing the position to 7,220 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #742.

Evergreen Capital Management first reported a position in BIL in Q3 2019 and has held it in 17 quarters since. The position peaked at $4.74M in Q3 2019. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Evergreen Capital Management held 7,220 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $662K as of Q2 2026.
Evergreen Capital Management bought 3,294 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $301K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #742 holding.
Evergreen Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 17 quarters since.
Evergreen Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.74M in Q3 2019.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.