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

Kingswood Wealth Advisors’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	$6.75M	Buy	73,635 +9,804	+15%	+$897K	0.32%	66
2025 Q4	$5.83M	Buy	63,831 +7,739	+14%	+$709K	0.28%	87
2025 Q3	$5.15M	Buy	56,092 +25,948	+86%	+$2.38M	0.31%	72
2025 Q2	$2.77M	Buy	30,144 +986	+3%	+$90.3K	0.22%	107
2025 Q1	$2.67M	Buy	29,158 +3,440	+13%	+$315K	0.24%	96
2024 Q4	$2.35M	Sell	25,718 -34,341	-57%	-$3.15M	0.18%	125
2024 Q3	$5.51M	Buy	60,059 +42,308	+238%	+$3.88M	0.39%	54
2024 Q2	$1.63M	Sell	17,751 -3,327	-16%	-$305K	0.15%	139
2024 Q1	$1.93M	Buy	21,078 +13,550	+180%	+$1.24M	0.22%	103
2023 Q4	$688K	Buy	+7,528	New	+$689K	0.08%	276
2023 Q3	–	Sell	-2,875	Closed	-$264K	–	426
2023 Q2	$264K	Buy	+2,875	New	+$263K	0.08%	216

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

Kingswood Wealth Advisors's BIL Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q1 2026, buying an estimated $897K and bringing the position to 73,635 shares worth $6.75M. The position accounts for 0.32% of the portfolio, ranked #66.

Kingswood Wealth Advisors first reported a position in BIL in Q2 2023 and has held it in 11 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Kingswood Wealth Advisors held 73,635 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.75M as of Q1 2026.
Kingswood Wealth Advisors bought 9,804 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $897K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.32% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 11 quarters since.
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 Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.