Phil A. Younker & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Phil A. Younker & Associates’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	$703K	Sell	7,672 -12,152	-61%	-$1.11M	0.47%	24
2025 Q4	$1.81M	Sell	19,824 -1,652	-8%	-$151K	1.26%	13
2025 Q3	$1.97M	Sell	21,476 -2,603	-11%	-$238K	1.51%	12
2025 Q2	$2.21M	Sell	24,079 -6,056	-20%	-$555K	2.18%	11
2025 Q1	$2.76M	Sell	30,135 -10,911	-27%	-$999K	2.72%	10
2024 Q4	$3.75M	Buy	+41,046	New	+$3.76M	3.75%	8

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

Phil A. Younker & Associates's BIL Position: Q1 2026 in Review

Phil A. Younker & Associates reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 61% in Q1 2026, selling an estimated $1.11M and leaving 7,672 shares worth $703K. The position accounts for 0.47% of the portfolio, ranked #24.

Phil A. Younker & Associates first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.75M in Q4 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Phil A. Younker & Associates held 7,672 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $703K as of Q1 2026.
Phil A. Younker & Associates sold 12,152 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.11M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.47% of Phil A. Younker & Associates's portfolio in Q1 2026, its #24 holding.
Phil A. Younker & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
Phil A. Younker & Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.75M in Q4 2024.
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 Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.