Littlejohn Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Littlejohn Financial Services’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	$392K	Buy	4,276 +1,764	+70%	+$161K	0.29%	52
2025 Q4	$230K	Sell	2,512 -1,522	-38%	-$139K	0.17%	55
2025 Q3	$370K	Buy	4,034 +329	+9%	+$30.1K	0.27%	50
2025 Q2	$340K	Buy	+3,705	New	+$339K	0.26%	47

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

Littlejohn Financial Services's BIL Position: Q1 2026 in Review

Littlejohn Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 70% in Q1 2026, buying an estimated $161K and bringing the position to 4,276 shares worth $392K. The position accounts for 0.29% of the portfolio, ranked #52.

Littlejohn Financial Services first reported a position in BIL in Q2 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Littlejohn Financial Services held 4,276 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $392K as of Q1 2026.
Littlejohn Financial Services bought 1,764 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $161K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.29% of Littlejohn Financial Services's portfolio in Q1 2026, its #52 holding.
Littlejohn Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 4 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 Littlejohn Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.