Founders Financial Alliance’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Founders Financial Alliance’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	$6.73M	Buy	73,490 +2,278	+3%	+$208K	1.21%	14
2025 Q4	$6.51M	Buy	71,212 +218	+0.3%	+$20K	1.23%	13
2025 Q3	$6.51M	Sell	70,994 -11,824	-14%	-$1.08M	1.23%	13
2025 Q2	$7.6M	Buy	82,818 +10,664	+15%	+$977K	1.73%	7
2025 Q1	$6.62M	Sell	72,154 -8,503	-11%	-$779K	1.6%	9
2024 Q4	$7.37M	Sell	80,657 -963	-1%	-$88.2K	2.03%	6
2024 Q3	$7.49M	Buy	81,620 +3,306	+4%	+$303K	2.09%	5
2024 Q2	$7.19M	Buy	78,314 +29,999	+62%	+$2.75M	2.13%	6
2024 Q1	$4.44M	Buy	48,315 +154	+0.3%	+$14.1K	1.33%	14
2023 Q4	$4.4M	Buy	48,161 +47,825	+14,234%	+$4.38M	1.71%	8
2023 Q3	$30.9K	Sell	336 -1,051	-76%	-$96.3K	0.01%	352
2023 Q2	$127K	Buy	1,387 +1,055	+318%	+$96.7K	0.05%	275
2023 Q1	$30.5K	Sell	332 -33	-9%	-$3.02K	0.02%	345
2022 Q4	$33.3K	Buy	365 +2	+0.6%	+$183	0.02%	358
2022 Q3	$33K	Sell	363 -34	-9%	-$3.11K	0.02%	351
2022 Q2	$36K	Buy	+397	New	+$36.3K	0.02%	364

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

Founders Financial Alliance's BIL Position: Q1 2026 in Review

Founders Financial Alliance increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.2% in Q1 2026, buying an estimated $208K and bringing the position to 73,490 shares worth $6.73M. The position accounts for 1.21% of the portfolio, ranked #14.

Founders Financial Alliance first reported a position in BIL in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.6M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Founders Financial Alliance held 73,490 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.73M as of Q1 2026.
Founders Financial Alliance bought 2,278 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $208K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.21% of Founders Financial Alliance's portfolio in Q1 2026, its #14 holding.
Founders Financial Alliance first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 16 quarters since.
Founders Financial Alliance's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.6M in Q2 2025.
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 Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.