RWPA
BIL icon

Richard W. Paul & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Richard W. Paul & Associates’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 		$1.09M Buy
11,848
+271
+2% +$24.8K 0.37% 80
2025
Q4 		$1.06M Sell
11,577
-40,293
-78% -$3.69M 0.35% 80
2025
Q3 		$4.76M Buy
51,870
+1,438
+3% +$132K 1.62% 14
2025
Q2 		$4.63M Buy
50,432
+24,599
+95% +$2.25M 1.67% 14
2025
Q1 		$2.37M Sell
25,833
-3,602
-12% -$330K 0.93% 22
2024
Q4 		$2.69M Sell
29,435
-2,332
-7% -$214K 0.98% 19
2024
Q3 		$2.92M Sell
31,767
-55,849
-64% -$5.12M 1.05% 18
2024
Q2 		$8.04M Sell
87,616
-3,614
-4% -$331K 3.1% 7
2024
Q1 		$8.37M Sell
91,230
-13,162
-13% -$1.21M 3.34% 6
2023
Q4 		$9.54M Sell
104,392
-43,982
-30% -$4.03M 4.01% 5
2023
Q3 		$13.6M Buy
148,374
+88,444
+148% +$8.1M 6.23% 1
2023
Q2 		$5.5M Buy
59,930
+49
+0.1% +$4.49K 2.4% 6
2023
Q1 		$5.5M Buy
59,881
+694
+1% +$63.6K 2.53% 6
2022
Q4 		$5.41M Buy
+59,187
New +$5.42M 2.73% 5

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