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

Richmond Investment 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	$2.14M	Buy	23,397 +14,996	+179%	+$1.37M	0.35%	49
2025 Q4	$768K	Sell	8,401 -1,378	-14%	-$126K	0.13%	100
2025 Q3	$897K	Sell	9,779 -21,611	-69%	-$1.98M	0.17%	84
2025 Q2	$2.88M	Buy	31,390 +12,874	+70%	+$1.18M	0.61%	30
2025 Q1	$1.7M	Sell	18,516 -2,868	-13%	-$263K	0.92%	21
2024 Q4	$1.96M	Buy	+21,384	New	+$1.96M	1.1%	21

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

Richmond Investment Services's BIL Position: Q1 2026 in Review

Richmond Investment Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 179% in Q1 2026, buying an estimated $1.37M and bringing the position to 23,397 shares worth $2.14M. The position accounts for 0.35% of the portfolio, ranked #49.

Richmond Investment Services first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.88M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Richmond Investment Services held 23,397 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.14M as of Q1 2026.
Richmond Investment Services bought 14,996 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.37M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.35% of Richmond Investment Services's portfolio in Q1 2026, its #49 holding.
Richmond Investment Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.88M in Q2 2025.
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 Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.