LEFP
BIL icon

Leading Edge Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Leading Edge Financial Planning’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 		$1.68M Buy
18,357
+6,313
+52% +$578K 0.35% 21
2025
Q4 		$1.1M Sell
12,044
-13,835
-53% -$1.27M 0.25% 25
2025
Q3 		$2.37M Sell
25,879
-20,224
-44% -$1.85M 0.6% 16
2025
Q2 		$4.23M Sell
46,103
-1,620
-3% -$148K 1.18% 16
2025
Q1 		$4.38M Buy
47,723
+2,854
+6% +$261K 1.37% 16
2024
Q4 		$4.1M Sell
44,869
-55,695
-55% -$5.1M 1.35% 15
2024
Q3 		$9.23M Buy
100,564
+678
+0.7% +$62.1K 3.09% 10
2024
Q2 		$9.17M Buy
99,886
+30,158
+43% +$2.76M 3.68% 9
2024
Q1 		$6.4M Buy
69,728
+6,871
+11% +$629K 2.84% 11
2023
Q4 		$5.74M Buy
62,857
+46,739
+290% +$4.28M 2.98% 11
2023
Q3 		$1.48M Buy
16,118
+3,275
+26% +$300K 0.95% 17
2023
Q2 		$1.18M Buy
12,843
+1,057
+9% +$96.8K 0.77% 19
2023
Q1 		$1.08M Buy
11,786
+8,144
+224% +$746K 0.78% 21
2022
Q4 		$333K Buy
+3,642
New +$333K 0.29% 48

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return