OFS
BIL icon

Oldfather Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Oldfather Financial Services’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
Q4 		– Sell
-2,673
Closed -$245K – 99
2025
Q3 		$245K Buy
2,673
+383
+17% +$35.1K 0.08% 83
2025
Q2 		$210K Sell
2,290
-15
-0.7% -$1.37K 0.07% 82
2025
Q1 		$211K Buy
2,305
+71
+3% +$6.5K 0.08% 73
2024
Q4 		$204K Buy
2,234
+19
+0.9% +$1.74K 0.08% 78
2024
Q3 		$203K Hold
2,215
– – 0.08% 74
2024
Q2 		$203K Sell
2,215
-68
-3% -$6.23K 0.08% 72
2024
Q1 		$210K Buy
2,283
+29
+1% +$2.66K 0.09% 69
2023
Q4 		$206K Buy
2,254
+39
+2% +$3.57K 0.09% 62
2023
Q3 		$203K Hold
2,215
– – 0.1% 63
2023
Q2 		$203K Hold
2,215
– – 0.1% 63
2023
Q1 		$203K Sell
2,215
-214
-9% -$19.6K 0.11% 61
2022
Q4 		$222K Buy
2,429
+214
+10% +$19.6K 0.13% 57
2022
Q3 		$203K Hold
2,215
– – 0.13% 58
2022
Q2 		$203K Hold
2,215
– – 0.12% 61
2022
Q1 		$203K Hold
2,215
– – 0.11% 64
2021
Q4 		$202K Hold
2,215
– – 0.11% 62
2021
Q3 		$203K Buy
+2,215
New +$203K 0.1% 63

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oldfather Financial Services's BIL Position: Q4 2025 in Review

Oldfather Financial Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 2,673 shares — an estimated $245K sold.

Oldfather Financial Services first reported a position in BIL in Q3 2021 and held it in 17 quarters. The position peaked at $245K in Q3 2025. 1,237 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Oldfather Financial Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Oldfather Financial Services sold 2,673 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $245K.
  • Oldfather Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and held it in 17 quarters.
  • Oldfather Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $245K in Q3 2025.
  • 1,237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.