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 Q3	$896	Hold	10	–	–	﹤0.01%	343
2026 Q2	$889	Sell	10 -762	-99%	-$69.7K	﹤0.01%	456
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Halbert Hargrove Global Advisors's BIL Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q3 2026 at 10 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Halbert Hargrove Global Advisors first reported a position in BIL in Q4 2018 and has held it in 15 quarters since. The position peaked at $149M in Q1 2025. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Halbert Hargrove Global Advisors held 10 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $896 as of Q3 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #343 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 15 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $149M in Q1 2025.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.