Richardson Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Richardson Financial Services’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	$126K	Buy	+1,371	New	+$125K	0.08%	198
2025 Q4	–	Sell	-3,715	Closed	-$341K	–	601
2025 Q3	$341K	Buy	3,715 +2,181	+142%	+$200K	0.21%	110
2025 Q2	$140K	Sell	1,534 -2,987	-66%	-$274K	0.09%	175
2025 Q1	$415K	Sell	4,521 -4,368	-49%	-$400K	0.32%	94
2024 Q4	$813K	Buy	8,889 +2,529	+40%	+$232K	0.57%	41
2024 Q3	$584K	Buy	6,360 +386	+6%	+$35.4K	0.37%	71
2024 Q2	$548K	Sell	5,974 -3,232	-35%	-$296K	0.39%	70
2024 Q1	$835K	Buy	9,206 +5,396	+142%	+$494K	0.59%	48
2023 Q4	$348K	Buy	+3,810	New	+$349K	0.31%	92

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

Richardson Financial Services's BIL Position: Q1 2026 in Review

Richardson Financial Services opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026: 1,371 shares worth $126K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in BIL as recently as Q3 2025.

Richardson Financial Services first reported a position in BIL in Q4 2023 and has held it in 9 quarters since. The position peaked at $835K in Q1 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Richardson Financial Services held 1,371 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $126K as of Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Richardson Financial Services position in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Richardson Financial Services's portfolio in Q1 2026, its #198 holding.
Richardson Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 9 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $835K in Q1 2024.
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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.