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

Guild 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 		$10.4M Sell
113,336
-502
-0.4% -$45.9K 7.42% 4
2025
Q4 		$10.4M Buy
113,838
+4,305
+4% +$394K 7.71% 3
2025
Q3 		$10M Buy
109,533
+25,486
+30% +$2.33M 7.98% 3
2025
Q2 		$7.71M Sell
84,047
-23,505
-22% -$2.15M 6.7% 4
2025
Q1 		$9.87M Buy
107,552
+24,199
+29% +$2.22M 10.36% 1
2024
Q4 		$7.62M Buy
83,353
+8,119
+11% +$744K 8.3% 3
2024
Q3 		$6.91M Buy
75,234
+16,639
+28% +$1.52M 7.6% 3
2024
Q2 		$5.38M Buy
58,595
+4,225
+8% +$387K 6.15% 3
2024
Q1 		$4.99M Buy
54,370
+40,180
+283% +$3.68M 6.38% 3
2023
Q4 		$1.3M Buy
+14,190
New +$1.3M 2.06% 22
2023
Q1 		– Sell
-2,700
Closed -$247K – 58
2022
Q4 		$247K Buy
+2,700
New +$247K 0.42% 45
2019
Q2 		– Sell
-9,200
Closed -$843K – 42
2019
Q1 		$843K Buy
+9,200
New +$842K 1.1% 27

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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return