MFG
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Magnus Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Magnus Financial Group’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
Q4 		– Sell
-2,390
Closed -$219K – 422
2025
Q3 		$219K Sell
2,390
-1,610
-40% -$147K 0.02% 376
2025
Q2 		$367K Sell
4,000
-4,378
-52% -$401K 0.03% 274
2025
Q1 		$769K Buy
+8,378
New +$767K 0.07% 178

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Magnus Financial Group's BIL Position: Q4 2025 in Review

Magnus Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 2,390 shares — an estimated $219K sold.

Magnus Financial Group first reported a position in BIL in Q1 2025 and held it in 3 quarters. The position peaked at $769K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Magnus Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Magnus Financial Group sold 2,390 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $219K.
  • Magnus Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 3 quarters.
  • Magnus Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $769K in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Magnus Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.