Kinloch Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kinloch Capital’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	$300K	Hold	3,274	–	–	0.12%	63
2025 Q4	$299K	Hold	3,274	–	–	0.13%	61
2025 Q3	$300K	Hold	3,274	–	–	0.13%	63
2025 Q2	$300K	Hold	3,274	–	–	0.14%	62
2025 Q1	$300K	Hold	3,274	–	–	0.14%	66
2024 Q4	$299K	Sell	3,274 -7,300	-69%	-$669K	0.15%	66
2024 Q3	$971K	Hold	10,574	–	–	0.47%	55
2024 Q2	$970K	Buy	10,574 +7,300	+223%	+$669K	0.51%	52
2024 Q1	$301K	Buy	+3,274	New	+$300K	0.15%	62
2021 Q1	–	Sell	-58	Closed	-$5K	–	73
2020 Q4	$5K	Buy	+58	New	+$5.31K	﹤0.01%	185

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kinloch Capital's BIL Position: Q1 2026 in Review

Kinloch Capital held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q1 2026 at 3,274 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #63.

Kinloch Capital first reported a position in BIL in Q4 2020 and has held it in 10 quarters since. The position peaked at $971K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Kinloch Capital held 3,274 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $300K as of Q1 2026.
Kinloch Capital left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Kinloch Capital's portfolio in Q1 2026, its #63 holding.
Kinloch Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 10 quarters since.
Kinloch Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $971K in Q3 2024.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.