Larson Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Larson Financial Group’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	$333K	Sell	3,629 -1,011	-22%	-$92.5K	0.01%	588
2025 Q4	$424K	Buy	4,640 +875	+23%	+$80.1K	0.01%	514
2025 Q3	$345K	Buy	3,765 +2	+0.1%	+$183	0.01%	570
2025 Q2	$345K	Buy	3,763 +147	+4%	+$13.5K	0.01%	534
2025 Q1	$332K	Sell	3,616 -5	-0.1%	-$458	0.02%	498
2024 Q4	$331K	Buy	3,621 +11	+0.3%	+$1.01K	0.02%	454
2024 Q3	$331K	Sell	3,610 -141	-4%	-$12.9K	0.02%	442
2024 Q2	$344K	Sell	3,751 -168	-4%	-$15.4K	0.02%	344
2024 Q1	$360K	Sell	3,919 -804	-17%	-$73.6K	0.03%	282
2023 Q4	$432K	Sell	4,723 -91	-2%	-$8.33K	0.04%	234
2023 Q3	$442K	Buy	4,814 +62	+1%	+$5.68K	0.04%	208
2023 Q2	$436K	Sell	4,752 -414	-8%	-$37.9K	0.04%	212
2023 Q1	$474K	Buy	5,166 +1,025	+25%	+$93.9K	0.05%	205
2022 Q4	$379K	Buy	4,141 +634	+18%	+$58K	0.05%	226
2022 Q3	$321K	Buy	3,507 +3,457	+6,914%	+$316K	0.05%	214
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	861
2022 Q1	$5K	Sell	50 -5	-9%	-$457	﹤0.01%	780
2021 Q4	$5K	Buy	55 +42	+323%	+$3.84K	﹤0.01%	794
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	813
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	751
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	747
2020 Q4	$1K	Sell	13 -10	-43%	-$915	﹤0.01%	674
2020 Q3	$2K	Buy	23 +13	+130%	+$1.19K	﹤0.01%	585
2020 Q2	$1K	Buy	+10	New	+$915	﹤0.01%	594

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

Larson Financial Group's BIL Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q1 2026, selling an estimated $92.5K and leaving 3,629 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #588.

Larson Financial Group first reported a position in BIL in Q2 2020 and has held it in 24 quarters since. The position peaked at $474K in Q1 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Larson Financial Group held 3,629 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $333K as of Q1 2026.
Larson Financial Group sold 1,011 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $92.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #588 holding.
Larson Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 24 quarters since.
Larson Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $474K in Q1 2023.
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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.