Hobart Private Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Hobart Private Capital’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 Q2	$743K	Buy	8,107 +348	+4%	+$31.8K	0.13%	83
2026 Q1	$711K	Buy	7,759 +374	+5%	+$34.2K	0.14%	77
2025 Q4	$675K	Buy	7,385 +743	+11%	+$68K	0.13%	84
2025 Q3	$609K	Buy	6,642 +782	+13%	+$71.6K	0.13%	79
2025 Q2	$538K	Buy	+5,860	New	+$537K	0.12%	76
2020 Q3	–	Sell	-6,344	Closed	-$581K	–	138
2020 Q2	$581K	Buy	+6,344	New	+$581K	0.33%	74

Other funds holding BIL

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return