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

Golden State 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	$58.1K	Sell	634 -5,084	-89%	-$465K	0.01%	646
2025 Q4	$523K	Sell	5,718 -812	-12%	-$74.3K	0.06%	246
2025 Q3	$599K	Buy	6,530 +1,965	+43%	+$180K	0.07%	218
2025 Q2	$419K	Buy	4,565 +725	+19%	+$66.4K	0.05%	264
2025 Q1	$352K	Buy	3,840 +2,311	+151%	+$212K	0.05%	269
2024 Q4	$140K	Buy	+1,529	New	+$140K	0.02%	375
2020 Q3	–	Sell	-22,775	Closed	-$1.88M	–	428
2020 Q2	$1.88M	Buy	22,775 +3,237	+17%	+$296K	0.6%	28
2020 Q1	$1.79M	Buy	+19,538	New	+$1.79M	0.79%	24
2019 Q4	–	Sell	-26,846	Closed	-$2.46M	–	141
2019 Q3	$2.46M	Sell	26,846 -3,153	-11%	-$289K	0.81%	25
2019 Q2	$2.75M	Buy	29,999 +7,081	+31%	+$648K	0.87%	23
2019 Q1	$2.1M	Buy	+22,918	New	+$2.1M	0.7%	29

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

Golden State Wealth Management's BIL Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 89% in Q1 2026, selling an estimated $465K and leaving 634 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #646.

Golden State Wealth Management first reported a position in BIL in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.75M in Q2 2019. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Golden State Wealth Management held 634 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $58.1K as of Q1 2026.
Golden State Wealth Management sold 5,084 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $465K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #646 holding.
Golden State Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.75M in Q2 2019.
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 Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.