MBA Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

MBA Advisors’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	$3.03M	Sell	33,078 -681	-2%	-$62.3K	1.16%	20
2025 Q4	$3.08M	Sell	33,759 -7,499	-18%	-$687K	1.24%	20
2025 Q3	$3.79M	Buy	41,258 +509	+1%	+$46.6K	1.62%	17
2025 Q2	$3.74M	Buy	40,749 +5,684	+16%	+$521K	1.73%	16
2025 Q1	$3.22M	Buy	35,065 +3,228	+10%	+$296K	1.59%	17
2024 Q4	$2.91M	Buy	31,837 +5,459	+21%	+$500K	1.46%	20
2024 Q3	$2.42M	Buy	26,378 +19,809	+302%	+$1.82M	1.16%	23
2024 Q2	$603K	Sell	6,569 -166	-2%	-$15.2K	0.31%	67
2024 Q1	$618K	Sell	6,735 -6,159	-48%	-$564K	0.32%	67
2023 Q4	$1.18M	Sell	12,894 -3,614	-22%	-$331K	0.66%	38
2023 Q3	$1.52M	Sell	16,508 -2,032	-11%	-$186K	0.93%	29
2023 Q2	$1.7M	Buy	18,540 +2,082	+13%	+$191K	1.02%	27
2023 Q1	$1.51M	Buy	16,458 +802	+5%	+$73.5K	0.94%	31
2022 Q4	$1.43M	Buy	15,656 +3,451	+28%	+$316K	0.94%	32
2022 Q3	$1.12M	Buy	12,205 +4,415	+57%	+$404K	0.81%	34
2022 Q2	$713K	Buy	7,790 +1,099	+16%	+$100K	0.49%	55
2022 Q1	$612K	Buy	+6,691	New	+$612K	0.38%	71

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

MBA Advisors's BIL Position: Q1 2026 in Review

MBA Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2% in Q1 2026, selling an estimated $62.3K and leaving 33,078 shares worth $3.03M. The position accounts for 1.16% of the portfolio, ranked #20.

MBA Advisors first reported a position in BIL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.79M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

MBA Advisors held 33,078 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.03M as of Q1 2026.
MBA Advisors sold 681 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $62.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.16% of MBA Advisors's portfolio in Q1 2026, its #20 holding.
MBA Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 17 quarters since.
MBA Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.79M in Q3 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 MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.