KIM
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Karpus Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Karpus Investment Management’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 		$1.03M Buy
11,240
+4,950
+79% +$453K 0.03% 192
2025
Q4 		$575K Hold
6,290
– – 0.02% 194
2025
Q3 		$577K Sell
6,290
-1,000
-14% -$91.6K 0.02% 189
2025
Q2 		$669K Buy
7,290
+765
+12% +$70.1K 0.02% 182
2025
Q1 		$599K Hold
6,525
– – 0.02% 181
2024
Q4 		$597K Buy
6,525
+425
+7% +$38.9K 0.02% 190
2024
Q3 		$560K Buy
6,100
+1,100
+22% +$101K 0.02% 200
2024
Q2 		$459K Hold
5,000
– – 0.01% 212
2024
Q1 		$459K Buy
5,000
+125
+3% +$11.4K 0.01% 221
2023
Q4 		$446K Buy
4,875
+2,100
+76% +$192K 0.01% 228
2023
Q3 		$255K Buy
+2,775
New +$254K 0.01% 259

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return