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

FullCircle 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
Q3 		– Sell
-21,122
Closed -$1.93M – 264
2025
Q2 		$1.93M Sell
21,122
-48,561
-70% -$4.45M 0.72% 32
2025
Q1 		$6.39M Buy
69,683
+44,131
+173% +$4.04M 2.63% 3
2024
Q4 		$2.34M Buy
25,552
+12,215
+92% +$1.12M 0.96% 27
2024
Q3 		$1.22M Buy
13,337
+5,232
+65% +$479K 0.55% 53
2024
Q2 		$743K Buy
+8,105
New +$743K 0.36% 92

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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FullCircle Wealth's BIL Position: Q3 2025 in Review

FullCircle Wealth sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 21,122 shares — an estimated $1.93M sold.

FullCircle Wealth first reported a position in BIL in Q2 2024 and held it in 5 quarters. The position peaked at $6.39M in Q1 2025. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • FullCircle Wealth reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • FullCircle Wealth sold 21,122 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $1.93M.
  • FullCircle Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 5 quarters.
  • FullCircle Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.39M in Q1 2025.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.