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

Pekin Hardy Strauss’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	$8.17M	Buy	89,176 +57,391	+181%	+$5.25M	0.85%	29
2025 Q4	$2.9M	Buy	31,785 +16,271	+105%	+$1.49M	0.27%	96
2025 Q3	$1.42M	Buy	15,514 +5,768	+59%	+$528K	0.14%	149
2025 Q2	$894K	Sell	9,746 -20,375	-68%	-$1.87M	0.1%	182
2025 Q1	$2.76M	Buy	30,121 +22,681	+305%	+$2.08M	0.33%	80
2024 Q4	$680K	Buy	7,440 +62	+0.8%	+$5.68K	0.09%	212
2024 Q3	$677K	Buy	+7,378	New	+$676K	0.09%	206

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

Pekin Hardy Strauss's BIL Position: Q1 2026 in Review

Pekin Hardy Strauss increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 181% in Q1 2026, buying an estimated $5.25M and bringing the position to 89,176 shares worth $8.17M. The position accounts for 0.85% of the portfolio, ranked #29.

Pekin Hardy Strauss first reported a position in BIL in Q3 2024 and has held it in 7 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Pekin Hardy Strauss held 89,176 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.17M as of Q1 2026.
Pekin Hardy Strauss bought 57,391 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $5.25M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.85% of Pekin Hardy Strauss's portfolio in Q1 2026, its #29 holding.
Pekin Hardy Strauss first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 7 quarters since.
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 Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.