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

Journey Strategic 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	$506K	Sell	5,520 -787	-12%	-$72K	0.01%	343
2025 Q4	$576K	Sell	6,307 -83	-1%	-$7.6K	0.02%	274
2025 Q3	$586K	Sell	6,390 -6,842	-52%	-$627K	0.02%	259
2025 Q2	$1.21M	Buy	13,232 +3,826	+41%	+$350K	0.04%	135
2025 Q1	$863K	Buy	9,406 +466	+5%	+$42.7K	0.03%	147
2024 Q4	$817K	Sell	8,940 -6,509	-42%	-$596K	0.03%	149
2024 Q3	$1.42M	Sell	15,449 -434	-3%	-$39.8K	0.05%	97
2024 Q2	$1.46M	Buy	15,883 +2,113	+15%	+$194K	0.06%	63
2024 Q1	$1.26M	Buy	+13,770	New	+$1.26M	0.06%	62

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

Journey Strategic Wealth's BIL Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 12% in Q1 2026, selling an estimated $72K and leaving 5,520 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #343.

Journey Strategic Wealth first reported a position in BIL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Journey Strategic Wealth held 5,520 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $506K as of Q1 2026.
Journey Strategic Wealth sold 787 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $72K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #343 holding.
Journey Strategic Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.46M in Q2 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 Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.