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

Meridian 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
2026 Q1	$9.38M	Buy	102,307 +23,137	+29%	+$2.12M	0.33%	62
2025 Q4	$7.23M	Buy	79,170 +3,059	+4%	+$280K	0.25%	78
2025 Q3	$6.98M	Buy	76,111 +3,224	+4%	+$295K	0.27%	75
2025 Q2	$6.69M	Buy	72,887 +216	+0.3%	+$19.8K	0.29%	76
2025 Q1	$6.67M	Buy	72,671 +1,091	+2%	+$99.9K	0.32%	66
2024 Q4	$6.54M	Buy	71,580 +3,737	+6%	+$342K	0.31%	70
2024 Q3	$6.23M	Buy	67,843 +9,044	+15%	+$829K	0.31%	70
2024 Q2	$5.4M	Buy	+58,799	New	+$5.39M	0.65%	34
2024 Q1	–	Sell	-37,040	Closed	-$3.39M	–	216
2023 Q4	$3.39M	Buy	37,040 +32,263	+675%	+$2.95M	0.22%	104
2023 Q3	$439K	Sell	4,777 -888	-16%	-$81.4K	0.03%	390
2023 Q2	$520K	Buy	5,665 +2,413	+74%	+$221K	0.04%	318
2023 Q1	$299K	Buy	+3,252	New	+$298K	0.03%	428

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

Meridian Wealth Management's BIL Position: Q1 2026 in Review

Meridian Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 29% in Q1 2026, buying an estimated $2.12M and bringing the position to 102,307 shares worth $9.38M. The position accounts for 0.33% of the portfolio, ranked #62.

Meridian Wealth Management first reported a position in BIL in Q1 2023 and has held it in 12 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Meridian Wealth Management held 102,307 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.38M as of Q1 2026.
Meridian Wealth Management bought 23,137 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.12M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.33% of Meridian Wealth Management's portfolio in Q1 2026, its #62 holding.
Meridian Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 12 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 Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.