Great Diamond Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Great Diamond Partners’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	–	Sell	-6,070	Closed	-$555K	–	231
2025 Q4	$555K	Buy	+6,070	New	+$556K	0.11%	152
2025 Q1	–	Sell	-5,230	Closed	-$478K	–	182
2024 Q4	$478K	Buy	+5,230	New	+$479K	0.12%	118
2024 Q1	–	Sell	-2,909	Closed	-$266K	–	224
2023 Q4	$266K	Sell	2,909 -358	-11%	-$32.8K	0.07%	196
2023 Q3	$300K	Buy	3,267 +537	+20%	+$49.2K	0.08%	174
2023 Q2	$251K	Hold	2,730	–	–	0.07%	196
2023 Q1	$251K	Sell	2,730 -680	-20%	-$62.3K	0.07%	187
2022 Q4	$312K	Sell	3,410 -1,057	-24%	-$96.7K	0.1%	155
2022 Q3	$409K	Buy	+4,467	New	+$409K	0.14%	132
2022 Q2	–	Sell	-4,757	Closed	-$434K	–	206
2022 Q1	$434K	Buy	+4,757	New	+$435K	0.12%	136

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

Great Diamond Partners's BIL Position: Q1 2026 in Review

Great Diamond Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 6,070 shares — an estimated $555K sold.

Great Diamond Partners first reported a position in BIL in Q1 2022 and held it in 9 quarters. The position peaked at $555K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Great Diamond Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Great Diamond Partners sold 6,070 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $555K.
Great Diamond Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 9 quarters.
Great Diamond Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $555K in Q4 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 Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.