Kathleen S. Wright Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kathleen S. Wright 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
2025 Q3	–	Sell	-26	Closed	-$2.38K	–	239
2025 Q2	$2.38K	Hold	26	–	–	﹤0.01%	236
2025 Q1	$2.38K	Hold	26	–	–	﹤0.01%	242
2024 Q4	$2.38K	Hold	26	–	–	﹤0.01%	247
2024 Q3	$2.39K	Hold	26	–	–	﹤0.01%	278
2024 Q2	$2.39K	Hold	26	–	–	﹤0.01%	213
2024 Q1	$2.39K	Hold	26	–	–	﹤0.01%	212
2023 Q4	$2.38K	Hold	26	–	–	﹤0.01%	182
2023 Q3	$2.39K	Sell	26 -650	-96%	-$59.6K	﹤0.01%	177
2023 Q2	$62.1K	Hold	676	–	–	0.04%	103
2023 Q1	$62.1K	Hold	676	–	–	0.04%	101
2022 Q4	$62K	Buy	676 +476	+238%	+$43.6K	0.04%	109
2022 Q3	$18K	Hold	200	–	–	0.01%	131
2022 Q2	$18K	Buy	200 +43	+27%	+$3.93K	0.02%	123
2022 Q1	$14K	Hold	157	–	–	0.01%	128
2021 Q4	$14K	Buy	+157	New	+$14.4K	0.01%	120

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kathleen S. Wright Associates's BIL Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 26 shares — an estimated $2.38K sold.

Kathleen S. Wright Associates first reported a position in BIL in Q4 2021 and held it in 15 quarters. The position peaked at $62.1K in Q2 2023. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Kathleen S. Wright Associates reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Kathleen S. Wright Associates sold 26 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $2.38K.
Kathleen S. Wright Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and held it in 15 quarters.
Kathleen S. Wright Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $62.1K in Q2 2023.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.