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

Modern 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	$12.2M	Buy	133,195 +20,114	+18%	+$1.84M	0.21%	120
2025 Q4	$10.3M	Sell	113,081 -61,382	-35%	-$5.62M	0.19%	126
2025 Q3	$16M	Sell	174,463 -6,966	-4%	-$638K	0.32%	81
2025 Q2	$16.6M	Sell	181,429 -515,744	-74%	-$47.2M	0.41%	61
2025 Q1	$64M	Buy	697,173 +579,318	+492%	+$53.1M	2.04%	10
2024 Q4	$10.8M	Sell	117,855 -27,495	-19%	-$2.52M	0.4%	60
2024 Q3	$13.3M	Sell	145,350 -21,447	-13%	-$1.97M	0.82%	27
2024 Q2	$15.3M	Buy	166,797 +137,795	+475%	+$12.6M	1.13%	20
2024 Q1	$2.66M	Buy	29,002 +9,995	+53%	+$916K	0.25%	56
2023 Q4	$1.74M	Buy	+19,007	New	+$1.74M	0.22%	45

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

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

Modern Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 18% in Q1 2026, buying an estimated $1.84M and bringing the position to 133,195 shares worth $12.2M. The position accounts for 0.21% of the portfolio, ranked #120.

Modern Wealth Management first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $64M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Modern Wealth Management held 133,195 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12.2M as of Q1 2026.
Modern Wealth Management bought 20,114 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.84M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.21% of Modern Wealth Management's portfolio in Q1 2026, its #120 holding.
Modern Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $64M in Q1 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.