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

Peak Asset 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 Q1	$484K	Sell	5,284 -491	-9%	-$44.9K	0.09%	98
2025 Q4	$528K	Sell	5,775 -700	-11%	-$64.1K	0.09%	94
2025 Q3	$594K	Buy	6,475 +3,532	+120%	+$324K	0.1%	87
2025 Q2	$270K	Sell	2,943 -12,777	-81%	-$1.17M	0.05%	127
2025 Q1	$1.44M	Sell	15,720 -4,704	-23%	-$431K	0.27%	65
2024 Q4	$1.87M	Sell	20,424 -1,684	-8%	-$154K	0.35%	54
2024 Q3	$2.03M	Sell	22,108 -8,510	-28%	-$780K	0.38%	52
2024 Q2	$2.81M	Sell	30,618 -3,647	-11%	-$334K	0.55%	40
2024 Q1	$3.15M	Sell	34,265 -1,535	-4%	-$141K	0.62%	39
2023 Q4	$3.27M	Sell	35,800 -2,029	-5%	-$186K	0.72%	35
2023 Q3	$3.47M	Sell	37,829 -11,718	-24%	-$1.07M	0.84%	31
2023 Q2	$4.55M	Sell	49,547 -11,012	-18%	-$1.01M	1.05%	28
2023 Q1	$5.56M	Sell	60,559 -142,955	-70%	-$13.1M	1.36%	23
2022 Q4	$18.6M	Buy	203,514 +232	+0.1%	+$21.2K	4.85%	1
2022 Q3	$18.6M	Buy	203,282 +47,967	+31%	+$4.39M	5.3%	1
2022 Q2	$14.2M	Buy	155,315 +29,464	+23%	+$2.69M	3.89%	3
2022 Q1	$11.5M	Buy	125,851 +26,288	+26%	+$2.4M	2.68%	12
2021 Q4	$9.1M	Buy	99,563 +6,236	+7%	+$570K	2.1%	19
2021 Q3	$8.54M	Sell	93,327 -3,148	-3%	-$288K	2.1%	20
2021 Q2	$8.82M	Sell	96,475 -3,744	-4%	-$343K	2.19%	20
2021 Q1	$9.17M	Buy	100,219 +6,699	+7%	+$613K	2.22%	19
2020 Q4	$8.56M	Sell	93,520 -19,211	-17%	-$1.76M	2.24%	17
2020 Q3	$10.3M	Sell	112,731 -7,902	-7%	-$723K	3.08%	8
2020 Q2	$11M	Buy	120,633 +53,414	+79%	+$4.89M	3.52%	5
2020 Q1	$6.16M	Buy	67,219 +19,288	+40%	+$1.77M	2.37%	17
2019 Q4	$4.38M	Buy	47,931 +7,943	+20%	+$727K	1.33%	26
2019 Q3	$3.66M	Buy	39,988 +2,092	+6%	+$191K	1.2%	27
2019 Q2	$3.47M	Buy	37,896 +2,603	+7%	+$238K	1.14%	27
2019 Q1	$3.23M	Buy	35,293 +6,298	+22%	+$576K	1.1%	27
2018 Q4	$2.65M	Buy	+28,995	New	+$2.65M	0.99%	30

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

Peak Asset Management's BIL Position: Q1 2026 in Review

Peak Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.5% in Q1 2026, selling an estimated $44.9K and leaving 5,284 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #98.

Peak Asset Management first reported a position in BIL in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.6M in Q3 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Peak Asset Management held 5,284 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $484K as of Q1 2026.
Peak Asset Management sold 491 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $44.9K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Peak Asset Management's portfolio in Q1 2026, its #98 holding.
Peak Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 30 quarters since.
Peak Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.6M in Q3 2022.
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 Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.