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

Regal Investment 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	$2.82M	Buy	30,752 +13,331	+77%	+$1.22M	0.16%	151
2025 Q4	$1.59M	Buy	17,421 +11,310	+185%	+$1.04M	0.1%	221
2025 Q3	$561K	Sell	6,111 -1,648	-21%	-$151K	0.04%	358
2025 Q2	$712K	Sell	7,759 -12,355	-61%	-$1.13M	0.05%	289
2025 Q1	$1.85M	Buy	20,114 +16,251	+421%	+$1.49M	0.15%	161
2024 Q4	$353K	Sell	3,863 -2,058	-35%	-$188K	0.03%	381
2024 Q3	$544K	Buy	5,921 +205	+4%	+$18.8K	0.04%	337
2024 Q2	$525K	Buy	5,716 +2,662	+87%	+$244K	0.03%	343
2024 Q1	$280K	Sell	3,054 -2,164	-41%	-$198K	0.02%	475
2023 Q4	$477K	Sell	5,218 -990	-16%	-$90.7K	0.04%	333
2023 Q3	$570K	Buy	6,208 +409	+7%	+$37.5K	0.05%	269
2023 Q2	$532K	Sell	5,799 -1,560	-21%	-$143K	0.04%	282
2023 Q1	$676K	Buy	+7,359	New	+$674K	0.06%	244

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

Regal Investment Advisors's BIL Position: Q1 2026 in Review

Regal Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 77% in Q1 2026, buying an estimated $1.22M and bringing the position to 30,752 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #151.

Regal Investment Advisors first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Regal Investment Advisors held 30,752 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.82M as of Q1 2026.
Regal Investment Advisors bought 13,331 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.22M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of Regal Investment Advisors's portfolio in Q1 2026, its #151 holding.
Regal Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.