Portfolio Design Labs’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Portfolio Design Labs’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	$717K	Sell	7,819 -25,116	-76%	-$2.3M	0.13%	152
2025 Q4	$3.01M	Buy	32,935 +49	+0.1%	+$4.49K	0.5%	35
2025 Q3	$3.02M	Sell	32,886 -357	-1%	-$32.7K	0.52%	37
2025 Q2	$3.05M	Sell	33,243 -25,123	-43%	-$2.3M	0.6%	50
2025 Q1	$5.35M	Buy	58,366 +25,825	+79%	+$2.37M	1.1%	17
2024 Q4	$2.98M	Buy	32,541 +936	+3%	+$85.7K	0.61%	47
2024 Q3	$2.9M	Buy	31,605 +336	+1%	+$30.8K	0.81%	32
2024 Q2	$2.87M	Buy	31,269 +329	+1%	+$30.1K	0.89%	39
2024 Q1	$2.84M	Buy	30,940 +182	+0.6%	+$16.7K	0.95%	37
2023 Q4	$2.81M	Buy	+30,758	New	+$2.82M	1.06%	31

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

Portfolio Design Labs's BIL Position: Q1 2026 in Review

Portfolio Design Labs reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 76% in Q1 2026, selling an estimated $2.3M and leaving 7,819 shares worth $717K. The position accounts for 0.13% of the portfolio, ranked #152.

Portfolio Design Labs first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.35M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Portfolio Design Labs held 7,819 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $717K as of Q1 2026.
Portfolio Design Labs sold 25,116 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.13% of Portfolio Design Labs's portfolio in Q1 2026, its #152 holding.
Portfolio Design Labs first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.35M in Q1 2025.
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 Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.