Legacy Capital Group California’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Legacy Capital Group California’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	$8.5M	Buy	92,779 +6,756	+8%	+$618K	3.24%	2
2025 Q4	$7.86M	Buy	86,023 +1,835	+2%	+$168K	1.9%	5
2025 Q3	$7.72M	Sell	84,188 -3,367	-4%	-$308K	1.97%	5
2025 Q2	$8.03M	Buy	87,555 +19,833	+29%	+$1.82M	2.23%	5
2025 Q1	$6.21M	Buy	67,722 +5,525	+9%	+$506K	2.16%	5
2024 Q4	$5.69M	Buy	62,197 +4,561	+8%	+$418K	1.73%	5
2024 Q3	$5.29M	Buy	57,636 +4,405	+8%	+$404K	1.76%	4
2024 Q2	$4.89M	Buy	53,231 +7,857	+17%	+$720K	1.76%	4
2024 Q1	$4.17M	Sell	45,374 -15,459	-25%	-$1.42M	1.54%	8
2023 Q4	$5.56M	Sell	60,833 -18,317	-23%	-$1.68M	2.15%	3
2023 Q3	$7.27M	Sell	79,150 -16,755	-17%	-$1.54M	3.12%	3
2023 Q2	$8.81M	Buy	95,905 +9,744	+11%	+$893K	3.62%	3
2023 Q1	$7.91M	Buy	+86,161	New	+$7.89M	3.86%	2

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

Legacy Capital Group California's BIL Position: Q1 2026 in Review

Legacy Capital Group California increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.9% in Q1 2026, buying an estimated $618K and bringing the position to 92,779 shares worth $8.5M. The position accounts for 3.24% of the portfolio, ranked #2.

Legacy Capital Group California first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.81M in Q2 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Legacy Capital Group California held 92,779 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.5M as of Q1 2026.
Legacy Capital Group California bought 6,756 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $618K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.24% of Legacy Capital Group California's portfolio in Q1 2026, its #2 holding.
Legacy Capital Group California first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.81M in Q2 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 Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.