LaSalle St. Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

LaSalle St. Investment 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	$8.59M	Buy	93,707 +50,820	+118%	+$4.65M	1.21%	17
2025 Q4	$3.92M	Buy	42,887 +3,267	+8%	+$299K	0.63%	27
2025 Q3	$3.63M	Buy	39,620 +10,325	+35%	+$946K	0.65%	26
2025 Q2	$2.69M	Buy	29,295 +13,315	+83%	+$1.22M	0.74%	21
2025 Q1	$1.47M	Buy	15,980 +182	+1%	+$16.7K	0.35%	50
2024 Q4	$1.44M	Buy	15,798 +1,869	+13%	+$171K	0.45%	37
2024 Q3	$1.28M	Buy	+13,929	New	+$1.28M	0.5%	33

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

LaSalle St. Investment Advisors's BIL Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 118% in Q1 2026, buying an estimated $4.65M and bringing the position to 93,707 shares worth $8.59M. The position accounts for 1.21% of the portfolio, ranked #17.

LaSalle St. Investment Advisors first reported a position in BIL in Q3 2024 and has held it in 7 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

LaSalle St. Investment Advisors held 93,707 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.59M as of Q1 2026.
LaSalle St. Investment Advisors bought 50,820 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $4.65M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.21% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #17 holding.
LaSalle St. Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 7 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 LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.