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

Retireful LLC’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 Q3	$750K	Buy	8,185 +629	+8%	+$57.6K	0.65%	45
2026 Q2	$692K	Sell	7,556 -6,518	-46%	-$597K	0.64%	43
2026 Q1	$1.29M	Sell	14,074 -892	-6%	-$81.6K	1.82%	16
2025 Q4	$1.37M	Sell	14,966 -23,902	-61%	-$2.19M	1.72%	12
2025 Q3	$3.57M	Sell	38,868 -13,923	-26%	-$1.28M	3.45%	3
2025 Q2	$4.84M	Buy	52,791 +6,323	+14%	+$579K	3.34%	2
2025 Q1	$4.26M	Sell	46,468 -15,679	-25%	-$1.44M	4.03%	4
2024 Q4	$5.68M	Sell	62,147 -1,610	-3%	-$147K	3.2%	3
2024 Q3	$5.85M	Sell	63,757 -12,237	-16%	-$1.12M	4.33%	6
2024 Q2	$6.97M	Buy	75,994 +15,617	+26%	+$1.43M	3.28%	4
2024 Q1	$5.54M	Sell	60,377 -13,136	-18%	-$1.2M	2.3%	6
2023 Q4	$6.72M	Sell	73,513 -34,371	-32%	-$3.15M	2.92%	5
2023 Q3	$9.9M	Sell	107,884 -387,712	-78%	-$35.5M	4.73%	2
2023 Q2	$45.5M	Sell	495,596 -1,091,242	-69%	-$100M	17.22%	1
2023 Q1	$146M	Buy	1,586,838 +35,745	+2%	+$3.27M	46.85%	1
2022 Q4	$142M	Buy	1,551,093 +154,658	+11%	+$14.2M	67.75%	1
2022 Q3	$128M	Buy	1,396,435 +1,000,340	+253%	+$91.5M	63.84%	1
2022 Q2	$36.2M	Buy	+396,095	New	+$36.2M	78.68%	1

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Retireful LLC's BIL Position: Q3 2026 in Review

Retireful LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.3% in Q3 2026, buying an estimated $57.6K and bringing the position to 8,185 shares worth $750K. The position accounts for 0.65% of the portfolio, ranked #45.

Retireful LLC first reported a position in BIL in Q2 2022 and has held it in 18 quarters since. The position peaked at $146M in Q1 2023. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Retireful LLC held 8,185 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $750K as of Q3 2026.
Retireful LLC bought 629 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $57.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.65% of Retireful LLC's portfolio in Q3 2026, its #45 holding.
Retireful LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 18 quarters since.
Retireful LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $146M in Q1 2023.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.