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

Gibbs Wealth 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	$9.21M	Buy	100,526 +30,526	+44%	+$2.79M	1.21%	18
2025 Q4	$6.4M	Buy	70,000 +3,152	+5%	+$289K	1.55%	13
2025 Q3	$6.13M	Sell	66,848 -7,524	-10%	-$689K	1.39%	14
2025 Q2	$6.82M	Buy	74,372 +60,264	+427%	+$5.52M	1.31%	13
2025 Q1	$1.29M	Sell	14,108 -343	-2%	-$31.4K	0.31%	73
2024 Q4	$1.32M	Buy	14,451 +6,357	+79%	+$582K	0.36%	66
2024 Q3	$743K	Sell	8,094 -1,087	-12%	-$99.6K	0.24%	93
2024 Q2	$843K	Buy	9,181 +546	+6%	+$50K	0.34%	71
2024 Q1	$793K	Buy	+8,635	New	+$791K	0.46%	52

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gibbs Wealth Management's BIL Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 44% in Q1 2026, buying an estimated $2.79M and bringing the position to 100,526 shares worth $9.21M. The position accounts for 1.21% of the portfolio, ranked #18.

Gibbs Wealth Management first reported a position in BIL in Q1 2024 and has held it in 9 quarters since. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Gibbs Wealth Management held 100,526 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.21M as of Q1 2026.
Gibbs Wealth Management bought 30,526 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.79M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.21% of Gibbs Wealth Management's portfolio in Q1 2026, its #18 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 9 quarters since.
1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.