Forvis Mazars Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$582K Buy
6,353
+7
+0.1% +$641 0.01% 266
2025
Q4
$580K Hold
6,346
0.01% 268
2025
Q3
$582K Hold
6,346
0.01% 260
2025
Q2
$582K Hold
6,346
0.01% 259
2025
Q1
$582K Buy
+6,346
New +$581K 0.01% 262
2023
Q1
Sell
-14,282
Closed -$1.31M 409
2022
Q4
$1.31M Sell
14,282
-4,706
-25% -$431K 0.05% 178
2022
Q3
$1.74M Buy
+18,988
New +$1.74M 0.07% 149

Other funds holding BIL

Forvis Mazars Wealth Advisors's BIL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.11% in Q1 2026, buying an estimated $641 and bringing the position to 6,353 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #266.

Forvis Mazars Wealth Advisors first reported a position in BIL in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.74M in Q3 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 6,353 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $582K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 7 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $641.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #266 holding.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 7 quarters since.
  • Forvis Mazars Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.74M in Q3 2022.
  • 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 Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.