First Wilshire Securities Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

First Wilshire Securities 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	$9.84M	Buy	107,390 +14,084	+15%	+$1.29M	2.22%	15
2025 Q4	$8.53M	Buy	93,306 +21,513	+30%	+$1.97M	2.14%	16
2025 Q3	$6.59M	Sell	71,793 -2,909	-4%	-$266K	1.75%	18
2025 Q2	$6.85M	Sell	74,702 -37,116	-33%	-$3.4M	1.87%	17
2025 Q1	$10.3M	Sell	111,818 -39,076	-26%	-$3.58M	2.94%	10
2024 Q4	$13.8M	Sell	150,894 -3,496	-2%	-$320K	3.75%	8
2024 Q3	$14.2M	Sell	154,390 -53,260	-26%	-$4.88M	3.98%	8
2024 Q2	$19.1M	Sell	207,650 -17,313	-8%	-$1.59M	5.83%	5
2024 Q1	$20.7M	Buy	224,963 +161,435	+254%	+$14.8M	6.04%	6
2023 Q4	$5.81M	Sell	63,528 -11,202	-15%	-$1.03M	1.88%	20
2023 Q3	$6.86M	Buy	74,730 +31,370	+72%	+$2.87M	2.35%	12
2023 Q2	$3.98M	Buy	43,360 +16,150	+59%	+$1.48M	1.37%	25
2023 Q1	$2.5M	Buy	+27,210	New	+$2.49M	0.85%	28

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

First Wilshire Securities Management's BIL Position: Q1 2026 in Review

First Wilshire Securities Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q1 2026, buying an estimated $1.29M and bringing the position to 107,390 shares worth $9.84M. The position accounts for 2.22% of the portfolio, ranked #15.

First Wilshire Securities Management first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.7M in Q1 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

First Wilshire Securities Management held 107,390 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.84M as of Q1 2026.
First Wilshire Securities Management bought 14,084 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.29M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.22% of First Wilshire Securities Management's portfolio in Q1 2026, its #15 holding.
First Wilshire Securities Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
First Wilshire Securities Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.7M in Q1 2024.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.