Moisand Fitzgerald Tamayo’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-240	Closed	-$22K	–	520
2025 Q3	$22K	Buy	+240	New	+$22K	﹤0.01%	268
2021 Q1	–	Sell	-47	Closed	-$4K	–	355
2020 Q4	$4K	Hold	47	–	–	﹤0.01%	273
2020 Q3	$4K	Buy	+47	New	+$4.3K	﹤0.01%	254

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BIL Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 240 shares — an estimated $22K sold.

Moisand Fitzgerald Tamayo first reported a position in BIL in Q3 2020 and held it in 3 quarters. The position peaked at $22K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 240 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $22K.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $22K in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.