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

Portland Financial 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	$273K	Hold	2,977	–	–	0.57%	59
2025 Q4	$272K	Sell	2,977 -34	-1%	-$3.11K	0.58%	58
2025 Q3	$276K	Buy	+3,011	New	+$276K	0.59%	57

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

Portland Financial Advisors's BIL Position: Q1 2026 in Review

Portland Financial Advisors held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q1 2026 at 2,977 shares worth $273K. The position accounts for 0.57% of the portfolio, ranked #59.

Portland Financial Advisors first reported a position in BIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Portland Financial Advisors held 2,977 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $273K as of Q1 2026.
Portland Financial Advisors left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.57% of Portland Financial Advisors's portfolio in Q1 2026, its #59 holding.
Portland Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 quarters since.
Portland Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $276K in Q3 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 Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.