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 Q2	$981K	Sell	10,702 -161	-1%	-$14.7K	0.1%	90
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%	-$21.1K	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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

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

Howard Financial Services's BIL Position: Q2 2026 in Review

Howard Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.5% in Q2 2026, selling an estimated $14.7K and leaving 10,702 shares worth $981K. The position accounts for 0.1% of the portfolio, ranked #90.

Howard Financial Services first reported a position in BIL in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.91M in Q1 2024. 253 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Howard Financial Services held 10,702 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $981K as of Q2 2026.
Howard Financial Services sold 161 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #90 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 24 quarters since.
Howard Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.91M in Q1 2024.
253 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.