L.M. Kohn & Company’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$458K	Sell	4,995 -37,182	-88%	-$3.41M	0.55%	53
2025 Q2	$3.87M	Sell	42,177 -35,575	-46%	-$3.26M	1.04%	20
2025 Q1	$7.13M	Sell	77,752 -8,069	-9%	-$739K	1.86%	9
2024 Q4	$7.85M	Buy	85,821 +11,589	+16%	+$1.06M	2.03%	9
2024 Q3	$6.82M	Sell	74,232 -28,767	-28%	-$2.64M	1.73%	10
2024 Q2	$9.45M	Buy	102,999 +4,078	+4%	+$374K	2.56%	8
2024 Q1	$9.08M	Sell	98,921 -28,913	-23%	-$2.65M	2.55%	8
2023 Q4	$11.7M	Buy	127,834 +5,997	+5%	+$549K	3.73%	4
2023 Q3	$11.2M	Sell	121,837 -19,581	-14%	-$1.79M	4.08%	3
2023 Q2	$13M	Sell	141,418 -11,838	-8%	-$1.08M	4.9%	2
2023 Q1	$14.1M	Buy	153,256 +33,287	+28%	+$3.05M	5.83%	2
2022 Q4	$11M	Buy	119,969 +36,141	+43%	+$3.31M	5.13%	2
2022 Q3	$7.68M	Buy	83,828 +61,663	+278%	+$5.64M	3.76%	3
2022 Q2	$2.03M	Buy	22,165 +6,082	+38%	+$556K	0.95%	20
2022 Q1	$1.47M	Buy	+16,083	New	+$1.47M	0.57%	38

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

L.M. Kohn & Company's BIL Position: Q3 2025 in Review

L.M. Kohn & Company reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 88% in Q3 2025, selling an estimated $3.41M and leaving 4,995 shares worth $458K. The position accounts for 0.55% of the portfolio, ranked #53.

L.M. Kohn & Company first reported a position in BIL in Q1 2022 and has held it in 15 quarters since. The position peaked at $14.1M in Q1 2023. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

L.M. Kohn & Company held 4,995 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $458K as of Q3 2025.
L.M. Kohn & Company sold 37,182 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $3.41M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.55% of L.M. Kohn & Company's portfolio in Q3 2025, its #53 holding.
L.M. Kohn & Company first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 15 quarters since.
L.M. Kohn & Company's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14.1M in Q1 2023.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.