Liberty Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Liberty Wealth Management’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
2025 Q3	–	Sell	-2,246	Closed	-$206K	–	248
2025 Q2	$206K	Buy	+2,246	New	+$206K	0.03%	221
2023 Q2	–	Sell	-2,387	Closed	-$219K	–	195
2023 Q1	$219K	Buy	+2,387	New	+$219K	0.05%	210
2022 Q1	–	Sell	-622	Closed	-$56.9M	–	161
2021 Q4	$56.9M	Sell	622 -622	-50%	-$56.9K	2.47%	10
2021 Q3	$114K	Buy	+1,244	New	+$114K	0.04%	268
2019 Q1	–	Sell	-155	Closed	-$14K	–	742
2018 Q4	$14K	Buy	+155	New	+$14.2K	0.01%	373

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Liberty Wealth Management's BIL Position: Q3 2025 in Review

Liberty Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 2,246 shares — an estimated $206K sold.

Liberty Wealth Management first reported a position in BIL in Q4 2018 and held it in 5 quarters. The position peaked at $56.9M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Liberty Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Liberty Wealth Management sold 2,246 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $206K.
Liberty Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 5 quarters.
Liberty Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $56.9M in Q4 2021.
1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Liberty Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.