NFP Retirement Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

NFP Retirement Inc’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 Q3	–	Sell	-4,667	Closed	-$428K	–	300
2025 Q2	$428K	Sell	4,667 -1,288	-22%	-$118K	0.03%	220
2025 Q1	$546K	Buy	5,955 +3,058	+106%	+$280K	0.04%	174
2024 Q4	$265K	Buy	+2,897	New	+$265K	0.02%	252

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NFP Retirement Inc's BIL Position: Q3 2025 in Review

NFP Retirement Inc sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 4,667 shares — an estimated $428K sold.

NFP Retirement Inc first reported a position in BIL in Q4 2024 and held it in 3 quarters. The position peaked at $546K in Q1 2025. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

NFP Retirement Inc reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
NFP Retirement Inc sold 4,667 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $428K.
NFP Retirement Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 3 quarters.
NFP Retirement Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $546K in Q1 2025.
1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.