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

Hibernia Wealth 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	$48.6M	Buy	529,954 +11,881	+2%	+$1.09M	14.36%	1
2025 Q4	$47.3M	Buy	518,073 +250,446	+94%	+$22.9M	14.25%	1
2025 Q3	$24.6M	Sell	267,627 -282,582	-51%	-$25.9M	15.73%	1
2025 Q2	$50.5M	Buy	550,209 +241,471	+78%	+$22.1M	16.3%	1
2025 Q1	$28.3M	Sell	308,738 -31,883	-9%	-$2.92M	20.12%	1
2024 Q4	$31.1M	Sell	340,621 -299,062	-47%	-$27.4M	20.29%	1
2024 Q3	$58.7M	Buy	639,683 +42,309	+7%	+$3.88M	17.57%	1
2024 Q2	$54.8M	Buy	597,374 +305,348	+105%	+$28M	19.09%	1
2024 Q1	$26.8M	Buy	292,026 +42,062	+17%	+$3.85M	18.17%	1
2023 Q4	$22.8M	Buy	249,964 +96,752	+63%	+$8.86M	17.12%	1
2023 Q3	$14.1M	Buy	+153,212	New	+$14M	10.89%	2

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

Hibernia Wealth Partners's BIL Position: Q1 2026 in Review

Hibernia Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.3% in Q1 2026, buying an estimated $1.09M and bringing the position to 529,954 shares worth $48.6M. The position accounts for 14.36% of the portfolio, ranked #1.

Hibernia Wealth Partners first reported a position in BIL in Q3 2023 and has held it in 11 quarters since. The position peaked at $58.7M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Hibernia Wealth Partners held 529,954 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $48.6M as of Q1 2026.
Hibernia Wealth Partners bought 11,881 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.09M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 14.36% of Hibernia Wealth Partners's portfolio in Q1 2026, its #1 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 11 quarters since.
Hibernia Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $58.7M in Q3 2024.
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 Hibernia Wealth Partners's 13F filing for Q1 2026, filed 4 May 2026.