Halbert Hargrove Global Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Halbert Hargrove Global Advisors’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	$70.7K	Buy	772 +771	+77,100%	+$70.6K	﹤0.01%	168
2025 Q4	$99	Sell	1 -2,028	-100%	-$186K	﹤0.01%	359
2025 Q3	$186K	Sell	2,029 -68	-3%	-$6.23K	0.01%	109
2025 Q2	$192K	Sell	2,097 -1,626,952	-100%	-$149M	0.01%	88
2025 Q1	$149M	Buy	+1,629,049	New	+$149M	8.44%	4
2023 Q2	–	Sell	-2,455	Closed	-$225K	–	107
2023 Q1	$225K	Sell	2,455 -1,182,033	-100%	-$108M	0.02%	148
2022 Q4	$108M	Sell	1,184,488 -5,897	-0.5%	-$540K	7.74%	4
2022 Q3	$109M	Sell	1,190,385 -2,045	-0.2%	-$187K	8.42%	4
2022 Q2	$109M	Buy	1,192,430 +1,190,179	+52,873%	+$109M	8.09%	4
2022 Q1	$206K	Buy	+2,251	New	+$206K	0.01%	159
2020 Q3	–	Sell	-4,237	Closed	-$388K	–	99
2020 Q2	$388K	Sell	4,237 -1,022,734	-100%	-$93.6M	0.06%	52
2020 Q1	$94.1M	Buy	+1,026,971	New	+$94M	16.42%	1
2019 Q1	–	Sell	-1,032,973	Closed	-$94.5M	–	44
2018 Q4	$94.5M	Buy	+1,032,973	New	+$94.5M	21.74%	1

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

Halbert Hargrove Global Advisors's BIL Position: Q1 2026 in Review

Halbert Hargrove Global Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 77,100% in Q1 2026, buying an estimated $70.6K and bringing the position to 772 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Halbert Hargrove Global Advisors first reported a position in BIL in Q4 2018 and has held it in 13 quarters since. The position peaked at $149M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Halbert Hargrove Global Advisors held 772 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $70.7K as of Q1 2026.
Halbert Hargrove Global Advisors bought 771 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $70.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #168 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $149M in Q1 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 Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.