Legacy Wealth Management (Idaho)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Legacy Wealth Management (Idaho)’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	$6.38M	Buy	69,577 +9,940	+17%	+$910K	3.17%	5
2025 Q4	$5.45M	Sell	59,637 -16,119	-21%	-$1.48M	2.61%	8
2025 Q3	$6.95M	Sell	75,756 -8,093	-10%	-$741K	3.14%	3
2025 Q2	$7.69M	Sell	83,849 -31,897	-28%	-$2.92M	4%	4
2025 Q1	$10.6M	Buy	115,746 +3,987	+4%	+$365K	7.5%	2
2024 Q4	$10.2M	Sell	111,759 -19,957	-15%	-$1.83M	6.54%	4
2024 Q3	$12.1M	Buy	+131,716	New	+$12.1M	7.04%	3

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 Wealth Management (Idaho)'s BIL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q1 2026, buying an estimated $910K and bringing the position to 69,577 shares worth $6.38M. The position accounts for 3.17% of the portfolio, ranked #5.

Legacy Wealth Management (Idaho) first reported a position in BIL in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.1M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Legacy Wealth Management (Idaho) held 69,577 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.38M as of Q1 2026.
Legacy Wealth Management (Idaho) bought 9,940 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $910K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.17% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #5 holding.
Legacy Wealth Management (Idaho) 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.
Legacy Wealth Management (Idaho)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.1M in Q3 2024.
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 Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.