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

Jefferies Financial Group’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	$51.3M	Buy	559,760 +37,377	+7%	+$3.42M	0.35%	41
2025 Q4	$47.7M	Buy	522,383 +18,845	+4%	+$1.73M	0.24%	73
2025 Q3	$46.2M	Buy	503,538 +235,870	+88%	+$21.6M	0.22%	66
2025 Q2	$24.6M	Buy	267,668 +124,294	+87%	+$11.4M	0.21%	91
2025 Q1	$13.2M	Buy	143,374 +42,166	+42%	+$3.86M	0.12%	117
2024 Q4	$9.25M	Buy	101,208 +15,400	+18%	+$1.41M	0.06%	237
2024 Q3	$7.88M	Sell	85,808 -26,436	-24%	-$2.42M	0.06%	222
2024 Q2	$10.3M	Buy	112,244 +2,854	+3%	+$261K	0.11%	152
2024 Q1	$10M	Buy	109,390 +3,635	+3%	+$333K	0.09%	172
2023 Q4	$9.66M	Buy	105,755 +28,611	+37%	+$2.62M	0.06%	232
2023 Q3	$7.08M	Sell	77,144 -1,217	-2%	-$112K	0.06%	245
2023 Q2	$7.2M	Sell	78,361 -135,938	-63%	-$12.5M	0.06%	269
2023 Q1	$19.7M	Sell	214,299 -54,437	-20%	-$4.99M	0.16%	109
2022 Q4	$24.6M	Buy	+268,736	New	+$24.6M	0.17%	92

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

Jefferies Financial Group's BIL Position: Q1 2026 in Review

Jefferies Financial Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.2% in Q1 2026, buying an estimated $3.42M and bringing the position to 559,760 shares worth $51.3M. The position accounts for 0.35% of the portfolio, ranked #41.

Jefferies Financial Group first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Jefferies Financial Group held 559,760 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $51.3M as of Q1 2026.
Jefferies Financial Group bought 37,377 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.42M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.35% of Jefferies Financial Group's portfolio in Q1 2026, its #41 holding.
Jefferies Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
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 Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.