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

Midwest Financial Network’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	–	Sell	-3,601	Closed	-$329K	–	83
2025 Q4	$329K	Buy	+3,601	New	+$330K	0.25%	60
2025 Q2	–	Sell	-3,537	Closed	-$324K	–	60
2025 Q1	$324K	Buy	3,537 +128	+4%	+$11.7K	0.32%	47
2024 Q4	$312K	Buy	+3,409	New	+$312K	0.32%	49

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

Midwest Financial Network's BIL Position: Q1 2026 in Review

Midwest Financial Network sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 3,601 shares — an estimated $329K sold.

Midwest Financial Network first reported a position in BIL in Q4 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Midwest Financial Network reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Midwest Financial Network sold 3,601 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $329K.
Midwest Financial Network first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 3 quarters.
Midwest Financial Network's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $329K in Q4 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 Midwest Financial Network's 13F filing for Q1 2026, filed 4 Jun 2026.