Prosperity Consulting Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Prosperity Consulting 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	$3.84M	Buy	41,854 +29,648	+243%	+$2.71M	0.17%	97
2025 Q4	$1.12M	Buy	12,206 +4,537	+59%	+$415K	0.05%	236
2025 Q3	$704K	Sell	7,669 -16,950	-69%	-$1.55M	0.03%	293
2025 Q2	$2.26M	Buy	24,619 +5,199	+27%	+$476K	0.16%	132
2025 Q1	$1.78M	Sell	19,420 -6,023	-24%	-$552K	0.14%	160
2024 Q4	$2.33M	Buy	25,443 +14,702	+137%	+$1.35M	0.18%	130
2024 Q3	$986K	Buy	10,741 +4,076	+61%	+$373K	0.08%	229
2024 Q2	$612K	Buy	+6,665	New	+$611K	0.08%	166

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

Prosperity Consulting Group's BIL Position: Q1 2026 in Review

Prosperity Consulting Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 243% in Q1 2026, buying an estimated $2.71M and bringing the position to 41,854 shares worth $3.84M. The position accounts for 0.17% of the portfolio, ranked #97.

Prosperity Consulting Group first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Prosperity Consulting Group held 41,854 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.84M as of Q1 2026.
Prosperity Consulting Group bought 29,648 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.71M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.17% of Prosperity Consulting Group's portfolio in Q1 2026, its #97 holding.
Prosperity Consulting Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 quarters since.
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 Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.