Platform Technology Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Platform Technology Partners’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	$601K	Buy	+6,557	New	+$600K	0.12%	153
2025 Q4	–	Sell	-2,528	Closed	-$232K	–	262
2025 Q3	$232K	Sell	2,528 -2,456	-49%	-$225K	0.06%	223
2025 Q2	$457K	Buy	4,984 +2,739	+122%	+$251K	0.12%	159
2025 Q1	$206K	Sell	2,245 -10	-0.4%	-$916	0.06%	218
2024 Q4	$206K	Buy	+2,255	New	+$207K	0.06%	208
2020 Q2	–	Sell	-6,278	Closed	-$575K	–	202
2020 Q1	$575K	Buy	6,278 +985	+19%	+$90.2K	0.52%	47
2019 Q4	$484K	Buy	+5,293	New	+$484K	0.37%	84

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management

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