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

IRON Financial’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	–	Sell	-5,030	Closed	-$460K	–	147
2025 Q4	$460K	Sell	5,030 -586	-10%	-$53.6K	0.21%	74
2025 Q3	$515K	Buy	5,616 +508	+10%	+$46.5K	0.25%	69
2025 Q2	$469K	Buy	+5,108	New	+$468K	0.24%	70
2023 Q2	–	Sell	-11,183	Closed	-$1.03M	–	103
2023 Q1	$1.03M	Buy	+11,183	New	+$1.02M	0.56%	37
2020 Q3	–	Sell	-7,264	Closed	-$665K	–	105
2020 Q2	$665K	Sell	7,264 -216	-3%	-$19.8K	0.34%	33
2020 Q1	$685K	Sell	7,480 -1,624	-18%	-$149K	0.43%	28
2019 Q4	$832K	Buy	+9,104	New	+$833K	0.4%	32

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IRON Financial's BIL Position: Q1 2026 in Review

IRON Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 5,030 shares — an estimated $460K sold.

IRON Financial first reported a position in BIL in Q4 2019 and held it in 7 quarters. The position peaked at $1.03M in Q1 2023. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

IRON Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
IRON Financial sold 5,030 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $460K.
IRON Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 7 quarters.
IRON Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.03M in Q1 2023.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.