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

Maltin 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
Q2 		– Sell
-45,562
Closed -$4.18M – 128
2025
Q1 		$4.18M Buy
45,562
+31,431
+222% +$2.88M 1.96% 13
2024
Q4 		$1.29M Sell
14,131
-9,077
-39% -$831K 0.63% 47
2024
Q3 		$2.13M Buy
23,208
+5,130
+28% +$470K 1.04% 35
2024
Q2 		$1.66M Buy
18,078
+5,320
+42% +$487K 0.89% 39
2024
Q1 		$1.17M Buy
12,758
+2,294
+22% +$210K 0.66% 48
2023
Q4 		$956K Buy
10,464
+4,464
+74% +$409K 0.61% 56
2023
Q3 		$551K Buy
+6,000
New +$550K 0.38% 69

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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