Plan Group Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Plan Group Financial’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	$1.42M	Buy	15,511 +343	+2%	+$31.4K	0.33%	74
2025 Q4	$1.39M	Buy	15,168 +1,510	+11%	+$138K	0.36%	75
2025 Q3	$1.25M	Buy	13,658 +4,917	+56%	+$450K	0.34%	82
2025 Q2	$802K	Buy	+8,741	New	+$800K	0.26%	89

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

Plan Group Financial's BIL Position: Q1 2026 in Review

Plan Group Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.3% in Q1 2026, buying an estimated $31.4K and bringing the position to 15,511 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #74.

Plan Group Financial first reported a position in BIL in Q2 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Plan Group Financial held 15,511 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.42M as of Q1 2026.
Plan Group Financial bought 343 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $31.4K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.33% of Plan Group Financial's portfolio in Q1 2026, its #74 holding.
Plan Group Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 4 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 Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.