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

ORG 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
2026 Q1	$54K	Sell	589 -180	-23%	-$16.5K	0.01%	326
2025 Q4	$70.3K	Sell	769 -824	-52%	-$75.4K	0.02%	299
2025 Q3	$146K	Sell	1,593 -18	-1%	-$1.65K	0.03%	243
2025 Q2	$147K	Sell	1,611 -243	-13%	-$22.3K	0.04%	198
2025 Q1	$170K	Buy	1,854 +1,233	+199%	+$113K	0.05%	203
2024 Q4	$56.8K	Sell	621 -21	-3%	-$1.92K	0.02%	242
2024 Q3	$58.9K	Buy	+642	New	+$58.8K	0.02%	235

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 $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ORG Wealth Partners's BIL Position: Q1 2026 in Review

ORG Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 23% in Q1 2026, selling an estimated $16.5K and leaving 589 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #326.

ORG Wealth Partners first reported a position in BIL in Q3 2024 and has held it in 7 quarters since. The position peaked at $170K in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

ORG Wealth Partners held 589 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $54K as of Q1 2026.
ORG Wealth Partners sold 180 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $16.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #326 holding.
ORG Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $170K in Q1 2025.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.