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

Life Line 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
2026 Q1	$385K	Buy	4,205 +69	+2%	+$6.31K	0.17%	28
2025 Q4	$378K	Buy	4,136 +4	+0.1%	+$366	0.11%	31
2025 Q3	$379K	Sell	4,132 -1	-0%	-$92	0.12%	30
2025 Q2	$379K	Sell	4,133 -23	-0.6%	-$2.11K	0.12%	27
2025 Q1	$381K	Sell	4,156 -18	-0.4%	-$1.65K	0.14%	25
2024 Q4	$382K	Sell	4,174 -4	-0.1%	-$366	0.14%	18
2024 Q3	$384K	Sell	4,178 -2,234	-35%	-$205K	0.14%	18
2024 Q2	$588K	Sell	6,412 -1,060,466	-99%	-$97.2M	0.22%	10
2024 Q1	$97.9M	Buy	1,066,878 +571,620	+115%	+$52.4M	37.09%	1
2023 Q4	$45.3M	Buy	+495,258	New	+$45.3M	17.92%	3

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Life Line Wealth Management's BIL Position: Q1 2026 in Review

Life Line Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.7% in Q1 2026, buying an estimated $6.31K and bringing the position to 4,205 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #28.

Life Line Wealth Management first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $97.9M in Q1 2024. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Life Line Wealth Management held 4,205 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $385K as of Q1 2026.
Life Line Wealth Management bought 69 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $6.31K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.17% of Life Line Wealth Management's portfolio in Q1 2026, its #28 holding.
Life Line Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
Life Line Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $97.9M in Q1 2024.
1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.