Mount Yale Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Mount Yale Investment Advisors’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	$27.7M	Buy	302,098 +94,932	+46%	+$8.69M	0.64%	30
2025 Q4	$18.9M	Buy	207,166 +197,432	+2,028%	+$18.1M	0.91%	24
2025 Q3	$893K	Buy	+9,734	New	+$892K	0.06%	300

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mount Yale Investment Advisors's BIL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 46% in Q1 2026, buying an estimated $8.69M and bringing the position to 302,098 shares worth $27.7M. The position accounts for 0.64% of the portfolio, ranked #30.

Mount Yale Investment Advisors first reported a position in BIL in Q3 2025 and has held it in 3 quarters since. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Mount Yale Investment Advisors held 302,098 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $27.7M as of Q1 2026.
Mount Yale Investment Advisors bought 94,932 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $8.69M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.64% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #30 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 quarters since.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.