Premier Path Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Premier Path Wealth 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
2025 Q4	–	Sell	-3,987	Closed	-$366K	–	396
2025 Q3	$366K	Buy	3,987 +124	+3%	+$11.4K	0.05%	303
2025 Q2	$354K	Buy	3,863 +19	+0.5%	+$1.74K	0.05%	296
2025 Q1	$353K	Buy	3,844 +83	+2%	+$7.6K	0.05%	280
2024 Q4	$344K	Sell	3,761 -6,745	-64%	-$618K	0.05%	281
2024 Q3	$965K	Buy	10,506 +566	+6%	+$51.9K	0.15%	157
2024 Q2	$912K	Sell	9,940 -1,835	-16%	-$168K	0.16%	154
2024 Q1	$1.08M	Buy	11,775 +254	+2%	+$23.3K	0.2%	132
2023 Q4	$1.05M	Buy	+11,521	New	+$1.05M	0.23%	113

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Premier Path Wealth Partners's BIL Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 3,987 shares — an estimated $366K sold.

Premier Path Wealth Partners first reported a position in BIL in Q4 2023 and held it in 8 quarters. The position peaked at $1.08M in Q1 2024. 1,237 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Premier Path Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 3,987 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $366K.
Premier Path Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 8 quarters.
Premier Path Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.08M in Q1 2024.
1,237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.