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Oak Harbor Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Oak Harbor Wealth Partners’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
-52
Closed -$4.77K – 257
2025
Q2 		$4.77K Hold
52
– – ﹤0.01% 233
2025
Q1 		$4.77K Sell
52
-273
-84% -$25K ﹤0.01% 239
2024
Q4 		$29.7K Buy
+325
New +$29.8K 0.01% 202

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Oak Harbor Wealth Partners's BIL Position: Q3 2025 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 52 shares — an estimated $4.77K sold.

Oak Harbor Wealth Partners first reported a position in BIL in Q4 2024 and held it in 3 quarters. The position peaked at $29.7K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Oak Harbor Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 52 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $4.77K.
  • Oak Harbor Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 3 quarters.
  • Oak Harbor Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $29.7K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.