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

Lifestyle Asset 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	$13M	Buy	+141,794	New	+$13M	4.24%	4
2025 Q4	–	Sell	-11,485	Closed	-$1.05M	–	140
2025 Q3	$1.05M	Buy	+11,485	New	+$1.05M	0.36%	67
2024 Q3	–	Sell	-88,293	Closed	-$8.1M	–	109
2024 Q2	$8.1M	Sell	88,293 -2,865	-3%	-$262K	4.66%	5
2024 Q1	$8.37M	Sell	91,158 -1,707	-2%	-$156K	4.94%	5
2023 Q4	$8.49M	Buy	+92,865	New	+$8.5M	4.72%	7
2023 Q2	–	Sell	-89,747	Closed	-$8.24M	–	90
2023 Q1	$8.24M	Buy	+89,747	New	+$8.22M	5.51%	5

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

Lifestyle Asset Management's BIL Position: Q1 2026 in Review

Lifestyle Asset Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026: 141,794 shares worth $13M. The stake represents 4.24% of the portfolio and ranks #4 among its holdings. This is a return to the name: Lifestyle Asset Management previously reported a position in BIL as recently as Q3 2025.

Lifestyle Asset Management first reported a position in BIL in Q1 2023 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Lifestyle Asset Management held 141,794 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13M as of Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Lifestyle Asset Management position in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.24% of Lifestyle Asset Management's portfolio in Q1 2026, its #4 holding.
Lifestyle Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 6 quarters since.
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 Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.