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

Mattson 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	$2.4M	Buy	26,218 +1,154	+5%	+$106K	0.57%	57
2025 Q4	$2.29M	Buy	25,064 +4,585	+22%	+$420K	0.53%	63
2025 Q3	$1.88M	Buy	20,479 +2,909	+17%	+$266K	0.45%	79
2025 Q2	$1.61M	Buy	17,570 +651	+4%	+$59.6K	0.43%	84
2025 Q1	$1.55M	Buy	16,919 +5,288	+45%	+$484K	0.47%	80
2024 Q4	$1.07M	Sell	11,631 -6,704	-37%	-$614K	0.34%	88
2024 Q3	$1.68M	Sell	18,335 -182	-1%	-$16.7K	0.6%	58
2024 Q2	$1.7M	Buy	+18,517	New	+$1.7M	0.61%	58

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

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

Mattson Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.6% in Q1 2026, buying an estimated $106K and bringing the position to 26,218 shares worth $2.4M. The position accounts for 0.57% of the portfolio, ranked #57.

Mattson Financial Services first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Mattson Financial Services held 26,218 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.4M as of Q1 2026.
Mattson Financial Services bought 1,154 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $106K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.57% of Mattson Financial Services's portfolio in Q1 2026, its #57 holding.
Mattson Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 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 Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.