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

FWL Investment 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	$24.8M	Buy	270,947 +109,835	+68%	+$10.1M	5.45%	3
2025 Q4	$14.7M	Buy	161,112 +29,327	+22%	+$2.68M	3.54%	9
2025 Q3	$12.1M	Sell	131,785 -14,798	-10%	-$1.36M	3.15%	12
2025 Q2	$13.4M	Buy	146,583 +74,233	+103%	+$6.8M	4.11%	4
2025 Q1	$6.64M	Buy	72,350 +16,064	+29%	+$1.47M	2.47%	16
2024 Q4	$5.15M	Buy	56,286 +22,882	+69%	+$2.1M	1.87%	20
2024 Q3	$3.07M	Buy	33,404 +7,858	+31%	+$720K	1.17%	28
2024 Q2	$2.34M	Buy	25,546 +9,033	+55%	+$828K	1.18%	27
2024 Q1	$1.52M	Buy	16,513 +5,602	+51%	+$513K	0.84%	30
2023 Q4	$997K	Buy	10,911 +3,138	+40%	+$287K	0.58%	31
2023 Q3	$714K	Buy	7,773 +1,040	+15%	+$95.3K	0.48%	30
2023 Q2	$618K	Sell	6,733 -1,471	-18%	-$135K	0.42%	34
2023 Q1	$753K	Buy	8,204 +1,002	+14%	+$91.8K	0.56%	30
2022 Q4	$659K	Sell	7,202 -33,506	-82%	-$3.07M	0.5%	29
2022 Q3	$3.73M	Buy	+40,708	New	+$3.72M	3.3%	17

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

FWL Investment Management's BIL Position: Q1 2026 in Review

FWL Investment Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 68% in Q1 2026, buying an estimated $10.1M and bringing the position to 270,947 shares worth $24.8M. The position accounts for 5.45% of the portfolio, ranked #3.

FWL Investment Management first reported a position in BIL in Q3 2022 and has held it in 15 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

FWL Investment Management held 270,947 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $24.8M as of Q1 2026.
FWL Investment Management bought 109,835 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $10.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.45% of FWL Investment Management's portfolio in Q1 2026, its #3 holding.
FWL Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 15 quarters since.
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 FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.