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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-101,550
Closed -$9.32M 151
2025
Q2
$9.32M Buy
+101,550
New +$9.3M 4.46% 1
2024
Q4
Sell
-11,093
Closed -$1.02M 178
2024
Q3
$1.02M Sell
11,093
-201,455
-95% -$18.5M 0.48% 61
2024
Q2
$19.5M Sell
212,548
-224,212
-51% -$20.5M 13.17% 2
2024
Q1
$40.1M Buy
436,760
+228,882
+110% +$21M 21.11% 3
2023
Q4
$19M Buy
+207,878
New +$19M 10.31% 2

Other funds holding BIL

Napa Wealth Management's BIL Position: Q3 2025 in Review

Napa Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 101,550 shares — an estimated $9.32M sold.

Napa Wealth Management first reported a position in BIL in Q4 2023 and held it in 5 quarters. The position peaked at $40.1M in Q1 2024. 1,166 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Napa Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 101,550 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $9.32M.
  • Napa 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.
  • Napa Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $40.1M in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.