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

Patten 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	$3.2M	Sell	34,951 -3,165	-8%	-$290K	0.56%	50
2025 Q4	$3.48M	Sell	38,116 -4,619	-11%	-$423K	0.64%	35
2025 Q3	$3.92M	Sell	42,735 -7,570	-15%	-$694K	0.76%	26
2025 Q2	$4.61M	Buy	50,305 +3,878	+8%	+$355K	0.97%	19
2025 Q1	$4.26M	Buy	46,427 +777	+2%	+$71.2K	0.98%	16
2024 Q4	$4.17M	Buy	45,650 +16,388	+56%	+$1.5M	0.92%	18
2024 Q3	$2.69M	Buy	29,262 +6,800	+30%	+$623K	0.6%	45
2024 Q2	$2.06M	Sell	22,462 -1,315	-6%	-$120K	0.49%	51
2024 Q1	$2.18M	Buy	23,777 +556	+2%	+$50.9K	0.54%	50
2023 Q4	$2.12M	Buy	23,221 +12,903	+125%	+$1.18M	0.58%	46
2023 Q3	$947K	Sell	10,318 -389	-4%	-$35.6K	0.28%	106
2023 Q2	$983K	Buy	10,707 +468	+5%	+$42.9K	0.15%	105
2023 Q1	$940K	Buy	10,239 +818	+9%	+$74.9K	0.28%	101
2022 Q4	$862K	Buy	9,421 +812	+9%	+$74.3K	0.27%	113
2022 Q3	$787K	Buy	8,609 +6,169	+253%	+$564K	0.27%	110
2022 Q2	$223K	Buy	2,440 +62	+3%	+$5.67K	0.07%	221
2022 Q1	$217K	Sell	2,378 -27	-1%	-$2.47K	0.06%	249
2021 Q4	$220K	Sell	2,405 -492	-17%	-$45K	0.06%	250
2021 Q3	$265K	Hold	2,897	–	–	0.08%	222
2021 Q2	$265K	Sell	2,897 -385	-12%	-$35.2K	0.08%	226
2021 Q1	$300K	Hold	3,282	–	–	0.1%	205
2020 Q4	$300K	Hold	3,282	–	–	0.08%	195
2020 Q3	$300K	Sell	3,282 -165	-5%	-$15.1K	0.12%	175
2020 Q2	$316K	Sell	3,447 -187	-5%	-$17.1K	0.14%	160
2020 Q1	$333K	Buy	+3,634	New	+$333K	0.17%	129
2019 Q4	–	Sell	-2,615	Closed	-$240K	–	210
2019 Q3	$240K	Hold	2,615	–	–	0.1%	181
2019 Q2	$240K	Buy	+2,615	New	+$239K	0.1%	180

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

Patten Group's BIL Position: Q1 2026 in Review

Patten Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.3% in Q1 2026, selling an estimated $290K and leaving 34,951 shares worth $3.2M. The position accounts for 0.56% of the portfolio, ranked #50.

Patten Group first reported a position in BIL in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.61M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Patten Group held 34,951 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.2M as of Q1 2026.
Patten Group sold 3,165 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $290K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.56% of Patten Group's portfolio in Q1 2026, its #50 holding.
Patten Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and has held it in 27 quarters since.
Patten Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.61M in Q2 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 Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.