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

Lord & Richards 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
2025 Q3	–	Sell	-2,557	Closed	-$235K	–	52
2025 Q2	$235K	Sell	2,557 -11,721	-82%	-$1.07M	0.25%	53
2025 Q1	$1.31M	Buy	14,278 +1,678	+13%	+$154K	1.48%	17
2024 Q4	$1.15M	Buy	+12,600	New	+$1.15M	2.43%	8

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lord & Richards Wealth Management's BIL Position: Q3 2025 in Review

Lord & Richards Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 2,557 shares — an estimated $235K sold.

Lord & Richards Wealth Management first reported a position in BIL in Q4 2024 and held it in 3 quarters. The position peaked at $1.31M in Q1 2025. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Lord & Richards Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 2,557 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $235K.
Lord & Richards Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 3 quarters.
Lord & Richards Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.31M in Q1 2025.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.