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

Impact Partnership Wealth’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	$17.1M	Sell	186,884 -976,912	-84%	-$89.4M	2.12%	11
2025 Q4	$106M	Buy	1,163,796 +100,874	+9%	+$9.23M	13.64%	1
2025 Q3	$97.5M	Buy	1,062,922 +639,480	+151%	+$58.6M	14.5%	1
2025 Q2	$38.8M	Sell	423,442 -222,755	-34%	-$20.4M	7.16%	3
2025 Q1	$59.3M	Sell	646,197 -292,408	-31%	-$26.8M	12.66%	1
2024 Q4	$85.8M	Buy	938,605 +157,993	+20%	+$14.5M	17.32%	1
2024 Q3	$71.7M	Sell	780,612 -284,930	-27%	-$26.1M	16.17%	1
2024 Q2	$97.8M	Buy	1,065,542 +603,258	+130%	+$55.3M	25.69%	1
2024 Q1	$42.4M	Sell	462,284 -97,788	-17%	-$8.96M	16.82%	1
2023 Q4	$51.2M	Sell	560,072 -340,467	-38%	-$31.2M	18.71%	1
2023 Q3	$82.7M	Buy	900,539 +500,384	+125%	+$45.9M	25.73%	1
2023 Q2	$36.7M	Buy	+400,155	New	+$36.7M	12.77%	3

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

Impact Partnership Wealth's BIL Position: Q1 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 84% in Q1 2026, selling an estimated $89.4M and leaving 186,884 shares worth $17.1M. The position accounts for 2.12% of the portfolio, ranked #11.

Impact Partnership Wealth first reported a position in BIL in Q2 2023 and has held it in 12 quarters since. The position peaked at $106M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Impact Partnership Wealth held 186,884 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $17.1M as of Q1 2026.
Impact Partnership Wealth sold 976,912 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $89.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.12% of Impact Partnership Wealth's portfolio in Q1 2026, its #11 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $106M in Q4 2025.
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 Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.