PMG
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Private Management Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Private Management Group’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 		$6.3M Sell
68,797
-40,896
-37% -$3.74M 0.18% 138
2025
Q4 		$10M Buy
109,693
+18,609
+20% +$1.7M 0.29% 111
2025
Q3 		$8.36M Sell
91,084
-11,203
-11% -$1.03M 0.25% 116
2025
Q2 		$9.38M Sell
102,287
-3,357
-3% -$307K 0.3% 106
2025
Q1 		$9.69M Sell
105,644
-59,373
-36% -$5.44M 0.35% 105
2024
Q4 		$15.1M Buy
165,017
+73,200
+80% +$6.7M 0.54% 83
2024
Q3 		$8.43M Buy
91,817
+1,824
+2% +$167K 0.3% 108
2024
Q2 		$8.26M Sell
89,993
-30,148
-25% -$2.76M 0.32% 106
2024
Q1 		$11M Buy
120,141
+57,307
+91% +$5.25M 0.42% 96
2023
Q4 		$5.74M Sell
62,834
-13,371
-18% -$1.22M 0.22% 109
2023
Q3 		$7M Buy
76,205
+46,722
+158% +$4.28M 0.29% 101
2023
Q2 		$2.71M Buy
+29,483
New +$2.7M 0.12% 114

Other funds holding BIL

Morgan Stanley
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return