Jim Saulnier & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Jim Saulnier & Associates’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	$3.4M	Sell	37,139 -5,725	-13%	-$524K	1.66%	8
2025 Q4	$3.92M	Sell	42,864 -2,268	-5%	-$208K	2.03%	5
2025 Q3	$4.14M	Sell	45,132 -7,888	-15%	-$723K	2.31%	5
2025 Q2	$4.86M	Sell	53,020 -22,026	-29%	-$2.02M	3.32%	5
2025 Q1	$6.88M	Sell	75,046 -69,211	-48%	-$6.34M	5.36%	4
2024 Q4	$13.2M	Sell	144,257 -75,472	-34%	-$6.91M	11.39%	1
2024 Q3	$20.2M	Buy	+219,729	New	+$20.1M	19.72%	1

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

Jim Saulnier & Associates's BIL Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q1 2026, selling an estimated $524K and leaving 37,139 shares worth $3.4M. The position accounts for 1.66% of the portfolio, ranked #8.

Jim Saulnier & Associates first reported a position in BIL in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.2M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Jim Saulnier & Associates held 37,139 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.4M as of Q1 2026.
Jim Saulnier & Associates sold 5,725 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $524K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.66% of Jim Saulnier & Associates's portfolio in Q1 2026, its #8 holding.
Jim Saulnier & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.2M in Q3 2024.
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 Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.