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

Oxford Wealth Group’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	$670K	Sell	7,312 -472	-6%	-$43.2K	0.37%	45
2025 Q4	$711K	Buy	+7,784	New	+$713K	0.35%	48
2024 Q4	$2.36M	Sell	25,840 -30,740	-54%	-$2.82M	1.53%	13
2024 Q3	$5.19M	Buy	56,580 +23,390	+70%	+$2.14M	4.23%	3
2024 Q2	$3.05M	Sell	33,190 -58,111	-64%	-$5.32M	2.09%	12
2024 Q1	$8.38M	Buy	+91,301	New	+$8.36M	7.63%	3

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Oxford Wealth Group's BIL Position: Q1 2026 in Review

Oxford Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.1% in Q1 2026, selling an estimated $43.2K and leaving 7,312 shares worth $670K. The position accounts for 0.37% of the portfolio, ranked #45.

Oxford Wealth Group first reported a position in BIL in Q1 2024 and has held it in 6 quarters since. The position peaked at $8.38M in Q1 2024. 1,312 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Oxford Wealth Group held 7,312 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $670K as of Q1 2026.
Oxford Wealth Group sold 472 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $43.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.37% of Oxford Wealth Group's portfolio in Q1 2026, its #45 holding.
Oxford Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.38M in Q1 2024.
1,312 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.