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 Q3	$780K	Buy	8,512 +8,510	+425,500%	+$779K	0.44%	53
2026 Q2	$183	Sell	2 -1,369	-100%	-$125K	﹤0.01%	603
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Richardson Financial Services's BIL Position: Q3 2026 in Review

Richardson Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 425,500% in Q3 2026, buying an estimated $779K and bringing the position to 8,512 shares worth $780K. The position accounts for 0.44% of the portfolio, ranked #53.

Richardson Financial Services first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $835K in Q1 2024. 813 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Richardson Financial Services held 8,512 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $780K as of Q3 2026.
Richardson Financial Services bought 8,510 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $779K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.44% of Richardson Financial Services's portfolio in Q3 2026, its #53 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 11 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $835K in Q1 2024.
813 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.