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

Palouse Capital Management’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 Q2	$3.93M	Sell	42,851 -1,899	-4%	-$174K	2.45%	11
2026 Q1	$4.1M	Sell	44,750 -15,902	-26%	-$1.46M	2.71%	5
2025 Q4	$5.54M	Buy	60,652 +6,633	+12%	+$607K	3.55%	1
2025 Q3	$4.96M	Buy	54,019 +2,182	+4%	+$200K	3.15%	3
2025 Q2	$4.76M	Sell	51,837 -4,529	-8%	-$415K	3.14%	3
2025 Q1	$5.17M	Sell	56,366 -3,905	-6%	-$358K	3.53%	1
2024 Q4	$5.51M	Buy	60,271 +7,449	+14%	+$682K	3.66%	1
2024 Q3	$4.85M	Sell	52,822 -1,183	-2%	-$108K	3.06%	3
2024 Q2	$4.96M	Buy	54,005 +2,669	+5%	+$245K	3.33%	2
2024 Q1	$4.71M	Sell	51,336 -2,779	-5%	-$255K	3.11%	2
2023 Q4	$4.95M	Buy	54,115 +9,770	+22%	+$895K	3.5%	1
2023 Q3	$4.07M	Sell	44,345 -10,371	-19%	-$950K	3.02%	4
2023 Q2	$5.01M	Sell	54,716 -5,260	-9%	-$482K	3.5%	2
2023 Q1	$5.51M	Buy	+59,976	New	+$5.49M	3.71%	1
2020 Q1	–	Sell	-154,937	Closed	-$14.2M	–	75
2019 Q4	$14.2M	Sell	154,937 -4,278	-3%	-$391K	5.37%	1
2019 Q3	$14.6M	Buy	159,215 +4,775	+3%	+$437K	5.41%	1
2019 Q2	$14.1M	Buy	154,440 +14,304	+10%	+$1.31M	5.09%	1
2019 Q1	$12.8M	Buy	140,136 +83,271	+146%	+$7.62M	4.93%	1
2018 Q4	$5.2M	Sell	56,865 -18,664	-25%	-$1.71M	2.06%	18
2018 Q3	$6.92M	Buy	+75,529	New	+$6.91M	2.42%	8

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Palouse Capital Management's BIL Position: Q2 2026 in Review

Palouse Capital Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.2% in Q2 2026, selling an estimated $174K and leaving 42,851 shares worth $3.93M. The position accounts for 2.45% of the portfolio, ranked #11.

Palouse Capital Management first reported a position in BIL in Q3 2018 and has held it in 20 quarters since. The position peaked at $14.6M in Q3 2019. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Palouse Capital Management held 42,851 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.93M as of Q2 2026.
Palouse Capital Management sold 1,899 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $174K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.45% of Palouse Capital Management's portfolio in Q2 2026, its #11 holding.
Palouse Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 20 quarters since.
Palouse Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14.6M in Q3 2019.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.