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

Lionsbridge 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	$13M	Buy	+141,754	New	+$13M	13.06%	1
2025 Q4	–	Sell	-13,994	Closed	-$1.28M	–	57
2025 Q3	$1.28M	Buy	+13,994	New	+$1.28M	1.26%	33
2025 Q2	–	Sell	-92,411	Closed	-$8.46M	–	59
2025 Q1	$8.46M	Buy	92,411 +35,301	+62%	+$3.23M	7.52%	1
2024 Q4	$5.22M	Buy	+57,110	New	+$5.23M	4.38%	5
2024 Q1	–	Sell	-47,467	Closed	-$4.34M	–	55
2023 Q4	$4.34M	Sell	47,467 -81,492	-63%	-$7.46M	3.47%	8
2023 Q3	$11.8M	Buy	128,959 +84,014	+187%	+$7.7M	11.22%	1
2023 Q2	$4.13M	Sell	44,945 -41,160	-48%	-$3.77M	3.69%	7
2023 Q1	$7.91M	Sell	86,105 -92,554	-52%	-$8.48M	7.3%	3
2022 Q4	$16.3M	Buy	178,659 +25,356	+17%	+$2.32M	15.93%	1
2022 Q3	$14M	Sell	153,303 -33,367	-18%	-$3.05M	20.11%	1
2022 Q2	$17.1M	Buy	186,670 +176,718	+1,776%	+$16.2M	19.74%	1
2022 Q1	$910K	Buy	+9,952	New	+$910K	1.05%	42
2020 Q2	–	Sell	-318,109	Closed	-$29.1M	–	45
2020 Q1	$29.1M	Buy	318,109 +318,062	+676,728%	+$29.1M	34.87%	1
2019 Q4	$4K	Buy	+47	New	+$4.3K	﹤0.01%	146

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

Lionsbridge Wealth Management's BIL Position: Q1 2026 in Review

Lionsbridge Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026: 141,754 shares worth $13M. The stake represents 13.06% of the portfolio and ranks #1 among its holdings. This is a return to the name: Lionsbridge Wealth Management previously reported a position in BIL as recently as Q3 2025.

Lionsbridge Wealth Management first reported a position in BIL in Q4 2019 and has held it in 14 quarters since. The position peaked at $29.1M in Q1 2020. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Lionsbridge Wealth Management held 141,754 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 Lionsbridge Wealth Management position in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 13.06% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #1 holding.
Lionsbridge Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 14 quarters since.
Lionsbridge Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $29.1M in Q1 2020.
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 Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.