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

Menard 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 Q1	–	Sell	-420	Closed	-$38.4K	–	120
2024 Q4	$38.4K	Buy	+420	New	+$38.5K	0.02%	194
2023 Q3	–	Sell	-2,513	Closed	-$231K	–	70
2023 Q2	$231K	Sell	2,513 -14,583	-85%	-$1.34M	0.47%	54
2023 Q1	$1.57M	Buy	17,096 +12,993	+317%	+$1.19M	3.63%	6
2022 Q4	$375K	Sell	4,103 -24,351	-86%	-$2.23M	0.89%	30
2022 Q3	$2.61M	Buy	28,454 +21,826	+329%	+$2M	4.72%	4
2022 Q2	$606K	Sell	6,628 -5,914	-47%	-$541K	0.99%	29
2022 Q1	$1.15M	Buy	+12,542	New	+$1.15M	1.13%	15
2020 Q2	–	Sell	-21,390	Closed	-$1.96M	–	111
2020 Q1	$1.96M	Buy	+21,390	New	+$1.96M	6.46%	7

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Menard Financial Group's BIL Position: Q1 2025 in Review

Menard Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 420 shares — an estimated $38.4K sold.

Menard Financial Group first reported a position in BIL in Q1 2020 and held it in 8 quarters. The position peaked at $2.61M in Q3 2022. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Menard Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 420 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $38.4K.
Menard Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and held it in 8 quarters.
Menard Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.61M in Q3 2022.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.