Principal Securities’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Principal Securities’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	$5.3M	Buy	57,862 +29,019	+101%	+$2.66M	0.08%	250
2025 Q4	$2.64M	Buy	28,843 +1,889	+7%	+$173K	0.04%	387
2025 Q3	$2.47M	Buy	26,954 +8,160	+43%	+$748K	0.04%	389
2025 Q2	$1.72M	Sell	18,794 -16,441	-47%	-$1.51M	0.03%	456
2025 Q1	$3.22M	Hold	35,235	–	–	0.07%	255
2024 Q4	$3.22M	Buy	35,235 +8,256	+31%	+$756K	0.07%	254
2024 Q3	$2.48M	Sell	26,979 -38,264	-59%	-$3.51M	0.06%	283
2024 Q2	$5.99M	Buy	65,243 +39,095	+150%	+$3.58M	0.17%	112
2024 Q1	$2.4M	Buy	26,148 +11,117	+74%	+$1.02M	0.07%	248
2023 Q4	$1.37M	Buy	+15,031	New	+$1.38M	0.05%	331

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

Principal Securities's BIL Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 101% in Q1 2026, buying an estimated $2.66M and bringing the position to 57,862 shares worth $5.3M. The position accounts for 0.08% of the portfolio, ranked #250.

Principal Securities first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.99M in Q2 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Principal Securities held 57,862 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.3M as of Q1 2026.
Principal Securities bought 29,019 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.66M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Principal Securities's portfolio in Q1 2026, its #250 holding.
Principal Securities 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.
Principal Securities's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.99M in Q2 2024.
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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.