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

Palladiem’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	$5.79M	Sell	63,340 -2,681	-4%	-$245K	5.53%	7
2025 Q4	$6.03M	Buy	+66,021	New	+$6.04M	5.72%	7
2023 Q3	$6.57M	Buy	71,605 +30,485	+74%	+$2.79M	7.1%	3
2023 Q2	$3.78M	Buy	41,120 +38,760	+1,642%	+$3.55M	3.88%	9
2023 Q1	$217K	Buy	+2,360	New	+$216K	0.23%	52
2015 Q3	$101K	Hold	1,100	–	–	0.16%	33
2015 Q2	$101K	Buy	1,100 +1,017	+1,225%	+$93K	0.08%	39
2015 Q1	$8K	Sell	83 -55	-40%	-$5.03K	0.01%	133
2014 Q4	$13K	Buy	+138	New	+$12.6K	0.01%	114

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

Palladiem's BIL Position: Q1 2026 in Review

Palladiem reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.1% in Q1 2026, selling an estimated $245K and leaving 63,340 shares worth $5.79M. The position accounts for 5.53% of the portfolio, ranked #7.

Palladiem first reported a position in BIL in Q4 2014 and has held it in 9 quarters since. The position peaked at $6.57M in Q3 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Palladiem held 63,340 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.79M as of Q1 2026.
Palladiem sold 2,681 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $245K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.53% of Palladiem's portfolio in Q1 2026, its #7 holding.
Palladiem first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2014 and has held it in 9 quarters since.
Palladiem's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.57M in Q3 2023.
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 Palladiem's 13F filing for Q1 2026, filed 6 May 2026.