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

Family 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
Q1 		$6.64M Sell
72,499
-98,190
-58% -$8.99M 0.8% 26
2025
Q4 		$15.6M Buy
170,689
+142,404
+503% +$13M 1.97% 12
2025
Q3 		$2.6M Sell
28,285
-3,173
-10% -$291K 0.36% 69
2025
Q2 		$2.89M Sell
31,458
-4,654
-13% -$426K 0.44% 62
2025
Q1 		$3.31M Sell
36,112
-1,259
-3% -$115K 0.55% 49
2024
Q4 		$3.42M Sell
37,371
-3,030
-7% -$277K 0.55% 42
2024
Q3 		$3.71M Sell
40,401
-4,449
-10% -$408K 0.62% 44
2024
Q2 		$4.12M Sell
44,850
-15,974
-26% -$1.46M 0.73% 34
2024
Q1 		$5.58M Buy
60,824
+45,782
+304% +$4.19M 1.03% 25
2023
Q4 		$1.37M Sell
15,042
-144,382
-91% -$13.2M 0.29% 63
2023
Q3 		$14.6M Sell
159,424
-5,892
-4% -$540K 3.36% 8
2023
Q2 		$15.2M Sell
165,316
-30,430
-16% -$2.79M 3.32% 7
2023
Q1 		$18M Buy
195,746
+16,880
+9% +$1.55M 4.14% 6
2022
Q4 		$16.4M Sell
178,866
-122,148
-41% -$11.2M 3.99% 4
2022
Q3 		$27.6M Buy
301,014
+155,358
+107% +$14.2M 7.39% 2
2022
Q2 		$13.3M Buy
+145,656
New +$13.3M 3.8% 6

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return