Pinion Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pinion Investment Advisors’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	$201K	Buy	+2,193	New	+$201K	0.05%	179
2020 Q1	–	Sell	-2,581	Closed	-$236K	–	97
2019 Q4	$236K	Buy	+2,581	New	+$236K	0.44%	108
2019 Q1	–	Sell	-2,805	Closed	-$257K	–	117
2018 Q4	$257K	Buy	+2,805	New	+$257K	0.54%	93

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

Pinion Investment Advisors's BIL Position: Q1 2026 in Review

Pinion Investment Advisors opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026: 2,193 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in BIL as recently as Q4 2019.

Pinion Investment Advisors first reported a position in BIL in Q4 2018 and has held it in 3 quarters since. The position peaked at $257K in Q4 2018. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Pinion Investment Advisors held 2,193 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $201K as of Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Pinion Investment Advisors position in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #179 holding.
Pinion Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 3 quarters since.
Pinion Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $257K in Q4 2018.
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 Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.