LifeWealth Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

LifeWealth Investments’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	–	Sell	-2,736	Closed	-$250K	–	145
2025 Q4	$250K	Hold	2,736	–	–	0.08%	135
2025 Q3	$251K	Hold	2,736	–	–	0.08%	122
2025 Q2	$251K	Buy	+2,736	New	+$251K	0.09%	130

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

LifeWealth Investments's BIL Position: Q1 2026 in Review

LifeWealth Investments sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 2,736 shares — an estimated $250K sold.

LifeWealth Investments first reported a position in BIL in Q2 2025 and held it in 3 quarters. The position peaked at $251K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

LifeWealth Investments reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
LifeWealth Investments sold 2,736 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $250K.
LifeWealth Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and held it in 3 quarters.
LifeWealth Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $251K in Q3 2025.
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 LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.