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

Evergreen Private Wealth’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
2025 Q4	–	Sell	-43	Closed	-$3.94K	–	103
2025 Q3	$3.94K	Hold	43	–	–	﹤0.01%	191
2025 Q2	$3.94K	Hold	43	–	–	﹤0.01%	200
2025 Q1	$3.94K	Hold	43	–	–	﹤0.01%	169
2024 Q4	$3.93K	Hold	43	–	–	﹤0.01%	174
2024 Q3	$3.95K	Sell	43 -42	-49%	-$3.85K	﹤0.01%	177
2024 Q2	$7.8K	Hold	85	–	–	﹤0.01%	167
2024 Q1	$7.8K	Buy	85 +42	+98%	+$3.85K	﹤0.01%	173
2023 Q4	$3.93K	Buy	+43	New	+$3.94K	﹤0.01%	189

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

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

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

CWP

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Private Wealth's BIL Position: Q4 2025 in Review

Evergreen Private Wealth sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 43 shares — an estimated $3.94K sold.

Evergreen Private Wealth first reported a position in BIL in Q4 2023 and held it in 8 quarters. The position peaked at $7.8K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Evergreen Private Wealth reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 43 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $3.94K.
Evergreen Private Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.8K in Q1 2024.
1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.