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

Howard Capital 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 Q3	$59.9M	Sell	653,474 -45,035	-6%	-$4.12M	0.72%	25
2026 Q2	$64M	Sell	698,509 -12,062,070	-95%	-$1.1B	0.76%	27
2026 Q1	$1.17B	Buy	12,760,579 +12,057,490	+1,715%	+$1.1B	19.13%	1
2025 Q4	$64.2M	Sell	703,089 -229,599	-25%	-$21M	0.83%	23
2025 Q3	$85.6M	Sell	932,688 -438,728	-32%	-$40.2M	1.13%	21
2025 Q2	$126M	Buy	1,371,416 +43,153	+3%	+$3.95M	1.88%	16
2025 Q1	$122M	Buy	1,328,263 +179,896	+16%	+$16.5M	3.06%	11
2024 Q4	$105M	Sell	1,148,367 -34,227	-3%	-$3.13M	1.63%	19
2024 Q3	$109M	Sell	1,182,594 -315,795	-21%	-$28.9M	1.78%	17
2024 Q2	$138M	Buy	1,498,389 +20,378	+1%	+$1.87M	13.53%	4
2024 Q1	$136M	Sell	1,478,011 -17,721	-1%	-$1.62M	14.82%	4
2023 Q4	$137M	Buy	1,495,732 +1,365,372	+1,047%	+$125M	16.89%	3
2023 Q3	$12M	Sell	130,360 -46,543	-26%	-$4.27M	1.62%	8
2023 Q2	$16.2M	Sell	176,903 -1,319,417	-88%	-$121M	2.19%	7
2023 Q1	$137M	Buy	1,496,320 +1,109,572	+287%	+$102M	23.74%	2
2022 Q4	$35.4M	Buy	386,748 +274,187	+244%	+$25.1M	10.06%	3
2022 Q3	$10.3M	Sell	112,561 -29,294	-21%	-$2.68M	3.03%	4
2022 Q2	$13M	Buy	141,855 +18,605	+15%	+$1.7M	3.63%	4
2022 Q1	$11.3M	Buy	123,250 +120,372	+4,182%	+$11M	2.59%	5
2021 Q4	$263K	Sell	2,878 -43	-1%	-$3.93K	0.03%	63
2021 Q3	$267K	Sell	2,921 -5,669	-66%	-$518K	0.04%	50
2021 Q2	$603K	Sell	8,590 -1,994	-19%	-$182K	0.11%	33
2021 Q1	$968K	Sell	10,584 -11,160	-51%	-$1.02M	0.17%	31
2020 Q4	$1.99M	Buy	21,744 +3,873	+22%	+$354K	0.4%	15
2020 Q3	$1.64M	Buy	17,871 +2,091	+13%	+$191K	0.37%	16
2020 Q2	$1.44M	Sell	15,780 -828,562	-98%	-$75.8M	0.41%	13
2020 Q1	$77.3M	Buy	+844,342	New	+$77.3M	32.77%	1

Other funds holding BIL

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

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

Howard Capital Management's BIL Position: Q3 2026 in Review

Howard Capital Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.4% in Q3 2026, selling an estimated $4.12M and leaving 653,474 shares worth $59.9M. The position accounts for 0.72% of the portfolio, ranked #25.

Howard Capital Management first reported a position in BIL in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.17B in Q1 2026. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Howard Capital Management held 653,474 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $59.9M as of Q3 2026.
Howard Capital Management sold 45,035 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $4.12M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.72% of Howard Capital Management's portfolio in Q3 2026, its #25 holding.
Howard Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 27 quarters since.
Howard Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.17B in Q1 2026.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.