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

Howard Financial Services’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	$214K	Sell	2,338 -1,203	-34%	-$110K	0.02%	221
2026 Q2	$325K	Sell	3,541 -7,322	-67%	-$670K	0.04%	169
2026 Q1	$995K	Sell	10,863 -31,229	-74%	-$2.86M	0.11%	78
2025 Q4	$3.85M	Buy	42,092 +23,809	+130%	+$2.18M	0.45%	34
2025 Q3	$1.68M	Sell	18,283 -43	-0.2%	-$3.94K	0.21%	52
2025 Q2	$1.68M	Buy	18,326 +3,415	+23%	+$313K	0.22%	48
2025 Q1	$1.37M	Sell	14,911 -4,410	-23%	-$404K	0.19%	53
2024 Q4	$1.77M	Sell	19,321 -1,987	-9%	-$182K	0.24%	47
2024 Q3	$1.96M	Sell	21,308 -13,315	-38%	-$1.22M	0.28%	42
2024 Q2	$3.18M	Sell	34,623 -8,003	-19%	-$733K	0.52%	32
2024 Q1	$3.91M	Buy	42,626 +12,941	+44%	+$1.19M	0.67%	31
2023 Q4	$2.71M	Buy	29,685 +15,324	+107%	+$1.4M	0.52%	32
2023 Q3	$1.32M	Buy	14,361 +2,481	+21%	+$227K	0.3%	44
2023 Q2	$1.09M	Sell	11,880 -4,895	-29%	-$448K	0.26%	46
2023 Q1	$1.54M	Sell	16,775 -633	-4%	-$58K	0.38%	34
2022 Q4	$1.59M	Sell	17,408 -6,909	-28%	-$632K	0.42%	35
2022 Q3	$2.23M	Sell	24,317 -2,696	-10%	-$247K	0.72%	24
2022 Q2	$2.47M	Buy	+27,013	New	+$2.47M	0.84%	19
2021 Q1	–	Sell	-26,136	Closed	-$2.39M	–	125
2020 Q4	$2.39M	Sell	26,136 -230	-0.9%	-$21K	1.26%	17
2020 Q3	$2.41M	Buy	26,366 +21,361	+427%	+$1.96M	1.56%	15
2020 Q2	$458K	Sell	5,005 -1,989	-28%	-$182K	0.33%	41
2020 Q1	$641K	Sell	6,994 -9,148	-57%	-$837K	0.57%	31
2019 Q4	$1.48M	Sell	16,142 -2,816	-15%	-$258K	0.91%	23
2019 Q3	$1.74M	Sell	18,958 -208	-1%	-$19K	1.15%	20
2019 Q2	$1.76M	Buy	+19,166	New	+$1.75M	1.2%	19

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 Financial Services's BIL Position: Q3 2026 in Review

Howard Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q3 2026, selling an estimated $110K and leaving 2,338 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #221.

Howard Financial Services first reported a position in BIL in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.91M in Q1 2024. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Howard Financial Services held 2,338 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $214K as of Q3 2026.
Howard Financial Services sold 1,203 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $110K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Howard Financial Services's portfolio in Q3 2026, its #221 holding.
Howard Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and has held it in 25 quarters since.
Howard Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.91M in Q1 2024.
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 Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.