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

Mowery & Schoenfeld 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
2025 Q1	–	Sell	-4,572	Closed	-$418K	–	472
2024 Q4	$418K	Sell	4,572 -127	-3%	-$11.6K	0.81%	30
2024 Q3	$431K	Sell	4,699 -7,711	-62%	-$707K	0.68%	25
2024 Q2	$1.14M	Buy	12,410 +2,105	+20%	+$193K	1.64%	11
2024 Q1	$946K	Buy	10,305 +1,703	+20%	+$156K	1.82%	11
2023 Q4	$786K	Buy	+8,602	New	+$788K	1.59%	13

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 $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CWP

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

Mowery & Schoenfeld Wealth Management's BIL Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 4,572 shares — an estimated $418K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BIL in Q4 2023 and held it in 5 quarters. The position peaked at $1.14M in Q2 2024. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Mowery & Schoenfeld Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 4,572 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $418K.
Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 5 quarters.
Mowery & Schoenfeld Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.14M in Q2 2024.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.