Retirement Capital Strategies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Retirement Capital Strategies’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	$1.1M	Sell	12,026 -655	-5%	-$59.9K	0.42%	37
2025 Q4	$1.16M	Buy	12,681 +555	+5%	+$50.8K	0.43%	36
2025 Q3	$1.11M	Buy	12,126 +632	+5%	+$57.9K	0.43%	39
2025 Q2	$1.05M	Sell	11,494 -82,380	-88%	-$7.54M	0.42%	39
2025 Q1	$8.61M	Sell	93,874 -44,623	-32%	-$4.09M	3.36%	11
2024 Q4	$12.7M	Buy	+138,497	New	+$12.7M	4.8%	4
2024 Q3	–	Sell	-29,315	Closed	-$2.69M	–	67
2024 Q2	$2.69M	Buy	+29,315	New	+$2.69M	1.08%	24
2024 Q1	–	Sell	-11,455	Closed	-$1.05M	–	71
2023 Q4	$1.05M	Sell	11,455 -159,331	-93%	-$14.6M	0.45%	34
2023 Q3	$15.7M	Buy	170,786 +114,138	+201%	+$10.5M	7.34%	3
2023 Q2	$5.2M	Sell	56,648 -331,424	-85%	-$30.4M	2.39%	13
2023 Q1	$35.6M	Buy	388,072 +381,979	+6,269%	+$35M	17.32%	1
2022 Q4	$557K	Sell	6,093 -306,858	-98%	-$28.1M	0.27%	28
2022 Q3	$28.7M	Buy	312,951 +81,707	+35%	+$7.47M	13.12%	2
2022 Q2	$21.2M	Buy	+231,244	New	+$21.1M	9.49%	3

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Capital Strategies's BIL Position: Q1 2026 in Review

Retirement Capital Strategies reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.2% in Q1 2026, selling an estimated $59.9K and leaving 12,026 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #37.

Retirement Capital Strategies first reported a position in BIL in Q2 2022 and has held it in 14 quarters since. The position peaked at $35.6M in Q1 2023. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Retirement Capital Strategies held 12,026 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.1M as of Q1 2026.
Retirement Capital Strategies sold 655 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $59.9K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.42% of Retirement Capital Strategies's portfolio in Q1 2026, its #37 holding.
Retirement Capital Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 14 quarters since.
Retirement Capital Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $35.6M in Q1 2023.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.