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

Pioneer Wealth Management 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 Q2	$3.23M	Sell	35,214 -9,212	-21%	-$843K	0.78%	18
2026 Q1	$4.07M	Buy	44,426 +5,281	+13%	+$483K	1.14%	12
2025 Q4	$3.58M	Buy	39,145 +3,857	+11%	+$353K	1.09%	13
2025 Q3	$3.24M	Buy	+35,288	New	+$3.23M	1.05%	13
2025 Q2	–	Sell	-2,580	Closed	-$237K	–	47
2025 Q1	$237K	Buy	+2,580	New	+$236K	0.1%	33
2024 Q3	$294K	Sell	3,206 -2,707	-46%	-$248K	0.14%	34
2024 Q2	$543K	Sell	5,913 -6,599	-53%	-$605K	0.29%	29
2024 Q1	$1.15M	Buy	+12,512	New	+$1.15M	0.66%	23

Other funds holding BIL

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return