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

Milestone Asset 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 Q3	$615K	Buy	6,712 +841	+14%	+$77K	0.1%	163
2026 Q2	$538K	Sell	5,871 -1,614	-22%	-$148K	0.08%	178
2026 Q1	$686K	Sell	7,485 -573	-7%	-$52.4K	0.13%	146
2025 Q4	$736K	Sell	8,058 -163	-2%	-$14.9K	0.14%	130
2025 Q3	$754K	Sell	8,221 -104,162	-93%	-$9.5M	0.14%	119
2025 Q2	$10.3M	Buy	112,383 +100,451	+842%	+$9.2M	2.18%	6
2025 Q1	$1.09M	Sell	11,932 -175,593	-94%	-$16.1M	0.23%	84
2024 Q4	$17.1M	Sell	187,525 -156,536	-45%	-$14.3M	3.78%	2
2024 Q3	$31.6M	Buy	344,061 +33,304	+11%	+$3.05M	7.09%	2
2024 Q2	$28.5M	Buy	310,757 +252,850	+437%	+$23.2M	7.14%	2
2024 Q1	$5.32M	Sell	57,907 -99,620	-63%	-$9.13M	1.52%	16
2023 Q4	$14.4M	Buy	157,527 +152,241	+2,880%	+$13.9M	4.74%	5
2023 Q3	$483K	Sell	5,286 -769	-13%	-$70.5K	0.17%	37
2023 Q2	$556K	Sell	6,055 -1,994	-25%	-$183K	0.25%	25
2023 Q1	$739K	Sell	8,049 -1,798	-18%	-$165K	0.42%	29
2022 Q4	$902K	Buy	+9,847	New	+$901K	0.54%	20

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Milestone Asset Management's BIL Position: Q3 2026 in Review

Milestone Asset Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q3 2026, buying an estimated $77K and bringing the position to 6,712 shares worth $615K. The position accounts for 0.1% of the portfolio, ranked #163.

Milestone Asset Management first reported a position in BIL in Q4 2022 and has held it in 16 quarters since. The position peaked at $31.6M in Q3 2024. 906 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Milestone Asset Management held 6,712 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $615K as of Q3 2026.
Milestone Asset Management bought 841 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $77K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Milestone Asset Management's portfolio in Q3 2026, its #163 holding.
Milestone Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 16 quarters since.
Milestone Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $31.6M in Q3 2024.
906 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.