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

Loudon Investment 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	$448K	Sell	4,885 -1,208	-20%	-$111K	0.24%	75
2025 Q4	$557K	Buy	6,093 +2,780	+84%	+$255K	0.29%	65
2025 Q3	$304K	Hold	3,313	–	–	0.16%	84
2025 Q2	$304K	Sell	3,313 -730	-18%	-$66.9K	0.17%	88
2025 Q1	$371K	Buy	4,043 +481	+14%	+$44.1K	0.21%	78
2024 Q4	$326K	Buy	3,562 +25	+0.7%	+$2.29K	0.19%	84
2024 Q3	$325K	Buy	3,537 +50	+1%	+$4.58K	0.18%	82
2024 Q2	$320K	Buy	3,487 +450	+15%	+$41.2K	0.19%	81
2024 Q1	$279K	Buy	3,037 +250	+9%	+$22.9K	0.16%	87
2023 Q4	$255K	Buy	2,787 +451	+19%	+$41.3K	0.16%	88
2023 Q3	$214K	Buy	+2,336	New	+$214K	0.15%	92

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

Loudon Investment Management's BIL Position: Q1 2026 in Review

Loudon Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 20% in Q1 2026, selling an estimated $111K and leaving 4,885 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #75.

Loudon Investment Management first reported a position in BIL in Q3 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Loudon Investment Management held 4,885 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $448K as of Q1 2026.
Loudon Investment Management sold 1,208 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $111K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.24% of Loudon Investment Management's portfolio in Q1 2026, its #75 holding.
Loudon Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 11 quarters since.
Loudon Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $557K in Q4 2025.
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 Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.