Koss-Olinger Consulting’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-2,700	Closed	-$247K	–	256
2025 Q4	$247K	Sell	2,700 -5,200	-66%	-$476K	0.02%	251
2025 Q3	$725K	Hold	7,900	–	–	0.06%	153
2025 Q2	$725K	Buy	+7,900	New	+$723K	0.06%	153
2023 Q4	–	Sell	-17,584	Closed	-$1.61M	–	316
2023 Q3	$1.61M	Buy	+17,584	New	+$1.61M	0.24%	56

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Koss-Olinger Consulting's BIL Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 2,700 shares — an estimated $247K sold.

Koss-Olinger Consulting first reported a position in BIL in Q3 2023 and held it in 4 quarters. The position peaked at $1.61M in Q3 2023. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Koss-Olinger Consulting reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 2,700 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $247K.
Koss-Olinger Consulting first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and held it in 4 quarters.
Koss-Olinger Consulting's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.61M in Q3 2023.
1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.