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

Kestra Private Wealth 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	$8.25M	Sell	90,008 -96,178	-52%	-$8.8M	0.1%	226
2025 Q4	$17M	Buy	186,186 +12,996	+8%	+$1.19M	0.21%	100
2025 Q3	$15.9M	Sell	173,190 -2,916	-2%	-$267K	0.21%	104
2025 Q2	$16.2M	Buy	176,106 +115,614	+191%	+$10.6M	0.23%	92
2025 Q1	$5.55M	Buy	60,492 +9,496	+19%	+$870K	0.09%	237
2024 Q4	$4.66M	Buy	50,996 +15,635	+44%	+$1.43M	0.08%	256
2024 Q3	$3.25M	Buy	35,361 +7,782	+28%	+$713K	0.06%	311
2024 Q2	$2.53M	Buy	27,579 +9,488	+52%	+$869K	0.05%	336
2024 Q1	$1.66M	Sell	18,091 -12,915	-42%	-$1.18M	0.04%	425
2023 Q4	$2.83M	Sell	31,006 -2,372	-7%	-$217K	0.07%	277
2023 Q3	$3.06M	Buy	33,378 +11,618	+53%	+$1.06M	0.1%	234
2023 Q2	$2M	Buy	21,760 +6,479	+42%	+$594K	0.07%	299
2023 Q1	$1.4M	Buy	15,281 +3,697	+32%	+$339K	0.06%	338
2022 Q4	$1.06M	Buy	11,584 +3,962	+52%	+$363K	0.05%	358
2022 Q3	$698K	Buy	7,622 +1,677	+28%	+$153K	0.04%	407
2022 Q2	$544K	Buy	5,945 +2,347	+65%	+$215K	0.03%	480
2022 Q1	$329K	Buy	3,598 +1,145	+47%	+$105K	0.02%	708
2021 Q4	$224K	Buy	+2,453	New	+$224K	0.01%	865

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 Private Wealth Services's BIL Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 52% in Q1 2026, selling an estimated $8.8M and leaving 90,008 shares worth $8.25M. The position accounts for 0.1% of the portfolio, ranked #226.

Kestra Private Wealth Services first reported a position in BIL in Q4 2021 and has held it in 18 quarters since. The position peaked at $17M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Kestra Private Wealth Services held 90,008 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.25M as of Q1 2026.
Kestra Private Wealth Services sold 96,178 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $8.8M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Kestra Private Wealth Services's portfolio in Q1 2026, its #226 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and has held it in 18 quarters since.
Kestra Private Wealth Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17M in Q4 2025.
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 Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.