Kestra Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kestra Advisory Services’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	$13.5M	Sell	147,635 -31,118	-17%	-$2.85M	0.05%	374
2025 Q4	$16.3M	Sell	178,753 -15,838	-8%	-$1.45M	0.07%	290
2025 Q3	$17.9M	Sell	194,591 -68,771	-26%	-$6.3M	0.08%	244
2025 Q2	$24.2M	Sell	263,362 -64,724	-20%	-$5.93M	0.12%	159
2025 Q1	$30.1M	Buy	328,086 +227,860	+227%	+$20.9M	0.15%	110
2024 Q4	$9.16M	Buy	100,226 +22,184	+28%	+$2.03M	0.05%	372
2024 Q3	$7.17M	Sell	78,042 -100,669	-56%	-$9.22M	0.04%	470
2024 Q2	$16.4M	Buy	178,711 +98,684	+123%	+$9.04M	0.09%	234
2024 Q1	$7.35M	Sell	80,027 -136,714	-63%	-$12.5M	0.05%	396
2023 Q4	$19.8M	Buy	216,741 +119,941	+124%	+$11M	0.16%	122
2023 Q3	$8.89M	Buy	96,800 +222	+0.2%	+$20.3K	0.09%	256
2023 Q2	$8.87M	Buy	96,578 +30,790	+47%	+$2.82M	0.09%	248
2023 Q1	$6.04M	Sell	65,788 -291,460	-82%	-$26.7M	0.07%	304
2022 Q4	$32.7M	Sell	357,248 -321,489	-47%	-$29.4M	0.29%	68
2022 Q3	$62.2M	Buy	678,737 +212,574	+46%	+$19.4M	0.67%	15
2022 Q2	$42.6M	Buy	466,163 +315,599	+210%	+$28.9M	0.44%	37
2022 Q1	$13.8M	Buy	150,564 +122,788	+442%	+$11.2M	0.14%	159
2021 Q4	$2.54M	Buy	27,776 +449	+2%	+$41.1K	0.03%	605
2021 Q3	$2.5M	Buy	27,327 +1,503	+6%	+$137K	0.03%	621
2021 Q2	$2.36M	Buy	25,824 +21,758	+535%	+$1.99M	0.03%	586
2021 Q1	$372K	Sell	4,066 -1,354	-25%	-$124K	﹤0.01%	1341
2020 Q4	$496K	Buy	5,420 +5,370	+10,740%	+$491K	0.01%	1214
2020 Q3	$306K	Buy	+50	New	+$4.58K	0.01%	1102

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

Kestra Advisory Services's BIL Position: Q1 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q1 2026, selling an estimated $2.85M and leaving 147,635 shares worth $13.5M. The position accounts for 0.05% of the portfolio, ranked #374.

Kestra Advisory Services first reported a position in BIL in Q3 2020 and has held it in 23 quarters since. The position peaked at $62.2M in Q3 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Kestra Advisory Services held 147,635 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.5M as of Q1 2026.
Kestra Advisory Services sold 31,118 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.85M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Kestra Advisory Services's portfolio in Q1 2026, its #374 holding.
Kestra Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $62.2M in Q3 2022.
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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.